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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, 17 December 19
BACK TO FUTURE FOR BUSH AS AUSTRALIA CONSIDERS MOVING AWAY FROM COAL NEWCASTLE - HERALD
Looking backwards could show the way forward for regional communities planning for a future beyond mining.
One of Australia’s ...
Tuesday, 17 December 19
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.01 PCT - XINHUA
China Taiyuan coal transaction price index stood at 133.16 points, down 0.01 percent week on week.
The index, released by China Taiy ...
Tuesday, 17 December 19
YEAR 2019: IT IS LOOKING SET THAT THIS YEAR WILL BE ONE OF THE SLOWEST IN TERMS OF DRY BULK NEWBUILDING ACTIVITY - ALLIED
With just two weeks remaining before 2019 comes to an end, it is now looking set that this year will be one of the slowest in terms of dry bulk new ...
Monday, 16 December 19
ULTRAMAX: A 63,000DWT SHIP FIXING DELIVERY FOR A SINGAPORE TRIP VIA INDONESIA, FOR RE-DELIVERY TO CHINA AT $11,000 - BALTIC BRIEFING
Capesize
It was one-way traffic for the Capesize market this past week, with all routes giving up value. While downward momentum may have slowe ...
Monday, 16 December 19
THE OUTLOOK FOR U.S. THERMAL COAL IS INCREASINGLY STRESSED - MOODY'S
- Slowing global economic growth, trade tensions will continue to exert influence
- Coal's secular decline will persist in 2020
...
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- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Australian Coal Association
- Mintek Dendrill Indonesia
- Vedanta Resources Plc - India
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- The Treasury - Australian Government
- Central Electricity Authority - India
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- MS Steel International - UAE
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
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