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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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Monday, 16 September 19
COLOMBIAN COAL PRODUCTION TO FALL 5% THIS YEAR, MINING GROUP SAYS - REUTERS
Colombia’s coal production will decline to around 80 million tonnes in 2019, nearly 5% below last year’s, because of low prices and dro ...
Monday, 16 September 19
THE COAL-D SHOULDER? - BALTIC EXCHANGE
Good fortune and the number 13 don’t usually go hand in hand, but when it comes to coal, 2013 actually seems to have been the commodity&rsquo ...
Monday, 16 September 19
SCRUBBERS AND FUEL PROFIT SHARE CLAUSES - CLYDE&CO
From 1 January 2020, Regulation 14 of MARPOL Annex VI provides that the sulphur content in fuel oil used on board ships shall be reduced from a max ...
Monday, 16 September 19
KOREA SOUTH-EAST POWER INVITES BIDS FOR MAX 1,290,000 METRIC TONS OF STEAMING COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd has issued an international tender for total 1,290,000 Metric Tons steam coal.
...
Sunday, 15 September 19
SUPRAMAX / ULTRAMAX: MORE STEMS WERE NOTICED GOING TO VIETNAM FROM INDONESIA - BALTIC BRIEFING
Capesize
Overall it was a negative week for the Capesize market, with many routes losing ground. A limited amount of time charter appeare ...
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- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Eastern Energy - Thailand
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- London Commodity Brokers - England
- The University of Queensland
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
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