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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Friday, 14 February 20
IS THE US COAL INDUSTRY COMPLETELY BURNED OUT? -FORBES
This is the fourth of a multi-part series on the state of the main sources of energy in the US and how they compare globally. The series will cover ...
Friday, 14 February 20
FITCH RTGS: GLOBAL PORTS VULNERABLE TO CORONAVIRUS - RELATED VOLUME DECLINES
Global ports will see reduced trade volumes as a result of the coronavirus, COVID-19, which would become more severe should Chinese production take ...
Thursday, 13 February 20
INDIA: MAJOR PORTS SHOW MUTED GROWTH IN CARGO AS THERMAL COAL VOLUME SLIDES 15% - BUSINESS STANDARD
A sharp slide of 15 per cent in thermal coal volumes weighed on the performance of major ports during the period of April-January of FY20. The majo ...
Wednesday, 12 February 20
REFINING SET FOR A CHALLENGING 2020 - WOOD MACKENZIE
Downstream isn’t the glamorous end of the oil business. And in Big Oil, it’s typically dwarfed by upstream. Yet having been forced to r ...
Wednesday, 12 February 20
COAL INDIA WILL EXCEED LAST YEAR'S PRODUCTION FIGURES: OFFICIAL - PTI
Despite coal production being hampered at Dipka mines due to prolonged rains, Coal India Ltd will exceed last year’s production figures, a to ...
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- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- MS Steel International - UAE
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Latin American Coal - Colombia
- Minerals Council of Australia
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Indika Energy - Indonesia
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
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