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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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Saturday, 11 January 20
SUPRAMAX: INDONESIA COAL RUNS, A 58,000DWT SHIP WAS RUMOURED FIXED DELIVERY KALIMANTAN, REDELIVERY WEST COAST INDIA, IN THE $4,000S - BALTIC BRIEFING
Capesize
Closing out the first full trading week of 2020, the Capesize market is struggling to gain any solid positive upward traction. Opening ...
Friday, 10 January 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remains flat
China’s benchmark power coal price remained flat during the past week.
...
Thursday, 09 January 20
NEW IMO LIFEBOAT REQUIREMENTS ENTER INTO FORCE - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Three new compulsory IMO resolutions entered into force on 1 January 2020. These resolutions deal with the maintenance, t ...
Thursday, 09 January 20
INDIA'S NEW EASED MINING RULES TO ENHANCE FOREIGN PARTICIPATION IN COAL SECTOR: MINISTER
India’s cabinet has eased mining laws in a bid to attract foreign players to the domestic coal sector and reduce imports of the fuel, coal mi ...
Thursday, 09 January 20
SUPRAMAX: A NUMBER OF INDONESIAN ROUND TRIPS WERE REPORTED AT BELLOW USD 5,000 PD LEVELS - FEARNLEYS
Capesize
The Capesize market has hit new low's in the first week of the new year, with the West Australia route being fixed at USD 6.6 being ...
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- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- Thai Mozambique Logistica
- Economic Council, Georgia
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Planning Commission, India
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- GVK Power & Infra Limited - India
- The University of Queensland
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
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