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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, 20 November 19
AUSTRALIA'S NEW HOPE POSTS 66% SURGE IN Q1 SALEABLE COAL OUTPUT - REUTERS
Australian coal producer New Hope Corp Ltd reported on Tuesday a 66% jump in saleable coal production in the first quarter, as output ramped up at ...
Wednesday, 20 November 19
THE IMO AND THE PRICE OF GAS OR THE IMPACT OF THE INTERNATIONAL MARITIME ORGANISATION'S SULPHUR 2020 LIMIT FOR MARINE FUEL OIL ON THE PRICE OF GAS - KING & SPALDING
The main bunker fuel for ships is High Sulphur Fuel Oil (HSFO, with sulphur up to 3.5% m/m (mass by mass)). This will all change on 1 January 2020 ...
Wednesday, 20 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
While the market expects the next OPEC meeting, there are still no clear signs indicating that the organization will keep supporting oil prices, wh ...
Monday, 18 November 19
CHINA RECORDS STABLE COAL PRODUCTION IN JAN-OCT: XINHUA
China’s raw coal output registered stable growth in the first 10 months, while its imports remained robust, official data showed.
...
Monday, 18 November 19
SUPRAMAX: IN THE INDONESIAN COAL BUSINESS, A 58KDWT VESSEL FIXED DELIVERY PHILIPPINES, REDELIVERY INDIA AT CLOSE TO $8,000 - BALTIC BRIEFING
Capesize
For most of the week the rates were nudging up under a flurry of activity in the Pacific as levels for the West Australia to China C5 ...
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- Bayan Resources Tbk. - Indonesia
- India Bulls Power Limited - India
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- The University of Queensland
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- CNBM International Corporation - China
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
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