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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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Sunday, 22 December 19
TRADING PLACES FOR 2020 - BALTIC EXCHANGE
In the sea of 2020 predictions, Saxo Bank’s Outrageous Predictions sail their own very unique course. For nearly 20 years the Danish investme ...
Saturday, 21 December 19
SUPRAMAX: A 63,000 DWT VESSEL, OPEN CIGADING, FIXED A TRIP VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $8,500 - BALTIC BRIEFING
Capesize
The Capesize market this past week has been attempting to recalibrate itself in consideration of weakening freight levels and increasi ...
Saturday, 21 December 19
SHIPPING'S SUPPLY AND DEMAND TRENDING OFF BALANCE - BIMCO
One of the most worrying trends that has developed recently – which will affect shipping demand in the years to come – is the falling t ...
Friday, 20 December 19
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 19 December 19
COAL POWER GENERATION CONTINUES TO DECLINE IN GERMANY: DESTATIS, XINHUA REPORTED
The volume of electricity generated in coal-fired power plants in Germany decreased “markedly” by 37 percent to 34 billion kilowatt-hou ...
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- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Semirara Mining Corp, Philippines
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- ASAPP Information Group - India
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Energy Development Corp, Philippines
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