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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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Wednesday, 08 January 20
WHAT IS BIMCO THINKING ABOUT 2020? - BIMCO
Every year, BIMCO considers what is in store for the shipping industry and for BIMCO in the coming years, while also reflecting on the year gone by ...
Wednesday, 08 January 20
VINACOMIN SETS TO SELL 49 MILLION TONNES OF COAL IN 2020 - VIETNAM NET
The Vietnam National Coal-Mineral Industries Holding Corporation Limited (Vinacomin) has set to sell 49 million tonnes of coal in 2020, a year-on-y ...
Wednesday, 08 January 20
CHINA'S COAL-RICH PROVINCE CUTS 18.95 MLN TONNES OF CAPACITY IN 2019 - XINHUA
North China’s Shanxi Province reduced its coal production capacity by 18.95 million tonnes by closing 18 coal mines in 2019.
A ...
Wednesday, 08 January 20
JANUARY INDONESIAN COAL PRICE REFERENCE SLIPS US$ 0.37 MOM
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Tuesday, 07 January 20
CLEANER AIR IN 2020: 0.5% SULPHUR CAP FOR SHIPS ENTERS INTO FORCE WORLDWIDE - EUROPEAN COMMISSION
From 1 January 2020, the maximum sulphur content of marine fuels is reduced to 0.5% (down from 3.5%) globally – reducing air pollution and pr ...
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- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Marubeni Corporation - India
- Posco Energy - South Korea
- Deloitte Consulting - India
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Medco Energi Mining Internasional
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Thai Mozambique Logistica
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
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