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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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Thursday, 19 December 19
BANGLADESH'S NBR CUTS VAT ON COAL IMPORT FOR POWER PLANTS - THE DAILY STAR
The National Board of Revenue (NBR) reduced value added tax on the import of coal for power plants to 5 percent from present 15 percent for five ye ...
Wednesday, 18 December 19
AVERAGE PRICES OF COAL IN 2018 WERE MORE THAN 60% HIGHER THAN IN 2016 - IEA
Coal use grew again in 2018.
Global coal demand increased by 1.1%, continuing the rebound that began in 2017 after three years of decline ...
Wednesday, 18 December 19
ASIA IS SET TO SUPPORT GLOBAL COAL DEMAND FOR THE NEXT FIVE YEARS - IEA
Press Release: Global coal demand is expected to decline in 2019 but remain broadly stable over the next five years, supported by robust growth in ...
Wednesday, 18 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
As we all know very well by now, the reduction in the maximum allowable sulphur content of marine fuels in 2020 is likely to have a massive impact ...
Tuesday, 17 December 19
AUSTRALIA ENERGY MARKET OPERATOR TURNS SCROOGE ON COAL LOBBY: RUSSELL
Australia, which vies with Indonesia for the title of the world’s largest coal exporter, is planning for an electricity future where use of t ...
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- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- The University of Queensland
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petron Corporation, Philippines
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
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