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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, 26 September 19
INDIA INCREASES ITS ANNUAL COAL PRODUCTION BY 2.7% PER YEAR FROM 850 MILLION SHORT TONS IN 2018 TO 2 BILLION SHORT TONS BY 2050 - EIA
Worldwide coal production holds steady at about 8 billion short tons, or 160 quadrillion British thermal units (Btu), per year through 2040. Inc ...
Wednesday, 25 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
In the past five months there has been significant activity in the asset market with the dry bulk segment being by far the most volatile in terms o ...
Tuesday, 24 September 19
9TH ANNUAL SUPPLY CHAIN INNOVATION SUMMIT 2019 ASIA PACIFIC
Summit: 9th Annual Supply Chain Innovation Summit 2019 Asia Pacific
Host: Ace Events
Website: http: ...
Monday, 23 September 19
SUPRAMAX: THE ASIAN ARENA IT WAS A SLOW START, BUT DEMAND INCREASED AS THE WEEK WENT ON - BALTIC BRIEFING
Capesize
The market trended down over this past week, breaking the market out of its upward trending range. While the market traded sideways at ...
Monday, 23 September 19
CHINA RECORDS SLOWER GROWTH IN COAL PRODUCTION - XINHUA
The growth of China’s raw coal production slowed down in August, data from the National Bureau of Statistics (NBS) showed.
Aro ...
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- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- PTC India Limited - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- PetroVietnam Power Coal Import and Supply Company
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Eastern Energy - Thailand
- The University of Queensland
- Petron Corporation, Philippines
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
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