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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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Tuesday, 21 January 20
THERMAL COAL PRICES SET FOR RECOVERY THIS YEAR AS OVERSUPPLY TIGHTENS - REUTERS
Thermal coal prices are expected to recover this year after losing around a third of their value last year as demand from some south-east Asian cou ...
Monday, 20 January 20
INDIA TO STOP SUBSTITUTABLE COAL IMPORT; CAN GO FOR AUCTION OF 100 FULLY EXPLORED NEW BLOCKS: JOSHI - PTI
The Cabinet recently approved promulgation of Mineral Laws (Amendment) Ordinance 2020 to amend Mines and Minerals (Development and Regulation ) Act ...
Monday, 20 January 20
CHINA DECEMBER COAL OUTPUT UP 2.4 PERCENT ON YEAR - STATS BUREAU: REUTERS
China produced 331.74 million tonnes of coal in December, up 2.4 percent on the year, the National Bureau of Statistics said on Friday.
...
Monday, 20 January 20
CHINA IMPORTED 124.4 MLN TONNES OF COAL FROM INDONESIA IN 2019, UP 15.1 PERCENT YOY - BANCHERO COSTA
China's coal imports raced ahead in 2019, surprising many who had expected that in the months of 2019 to come the government would clamp down s ...
Saturday, 18 January 20
BIMCO: LOW-SULPHUR FUEL SALE JUMPS TO A 70% SHARE IN SINGAPORE, AS THE IMO 2020 SULPHUR CAP KICKS IN
The final quarter of 2019 marked a massive decline of HSFO sales, as the industry transitioned into compliance of the IMO 2020 Sulphur Cap (IMO2020 ...
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- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Orica Australia Pty. Ltd.
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Mercator Lines Limited - India
- CNBM International Corporation - China
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Goldman Sachs - Singapore
- MS Steel International - UAE
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
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