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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, 12 December 19
KOWEPO INVITING BIDS FOR 2.28 MILLION TONS OF MIN.4,400 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,280,000 tons of (Sub) Bitum ...
Wednesday, 11 December 19
PANAMAX: THE MARKET REMAINED FIRM IN THE PACIFIC, WITH INCREASED ACTIVITY NOTED IN KEY AREAS, SUCH AS INDONESIA - ALLIED
Capesize – Positive momentum was resumed this past week, with earnings mak-ing some gains once again. This rising pattern was reflected in th ...
Tuesday, 10 December 19
PREPARATIONS INTENSIFY AS IMO 2020 GLOBAL SULPHUR CAP LOOMS - STANDARD CLUB
With less than a month to go for the impending IMO 2020 global sulphur cap, the club has started witnessing dispute cases relating to the measureme ...
Monday, 09 December 19
KOREA SOUTHERN POWER CO LTD IS INVITING OFFERS FOR MIN 3700 NCV COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd has issued an international tender for 160,000 Tons steam coal.
Acco ...
Saturday, 07 December 19
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Singapore Mercantile Exchange
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
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