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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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Saturday, 16 November 19
LIFE AFTER FOSSIL FUELS: THE DAYS OF OIL AND COAL TRANSPORTATION ARE NUMBERED - BALTIC EXCHANGE
With the world fiercely focused on a decarbonised future, fossil fuel movers and traders might rightly be reconsidering their future. But cast a wi ...
Saturday, 16 November 19
OIL MARKET REPORT: PAUSING TO REFLECT - IEA
Global oil demand in 3Q19 increased by 1.1 mb/d year-on-year (y-o-y), more than double the 435 kb/d seen in 2Q19. China’s demand increased by ...
Friday, 15 November 19
RISING ENERGY DEMAND IN SOUTHEAST ASIA TO BE MET AND SUPPORTED BY COAL - WORLD COAL
Last week the International Energy Agency (IEA) released its semi-annual Southeast Asia Energy Outlook report which outlines the latest insights in ...
Thursday, 14 November 19
EIA EXPECTS U.S. STEAM COAL EXPORTS TO FACE INCREASING COMPETITION FROM EASTERN EUROPEAN SOURCES
EIA expects total U.S. coal production in 2019 to total 698 million short tons (MMst), an 8% decrease from the 2018 level of 756 MMst. The decline ...
Wednesday, 13 November 19
INDONESIAN NOVEMBER COAL PRICE REFERENCE LOGS FIRST GAIN SINCE AUGUST
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
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- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- Wilmar Investment Holdings
- White Energy Company Limited
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Planning Commission, India
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Australian Coal Association
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- SMG Consultants - Indonesia
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