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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, 10 January 19
BUNKER DELIVERY NOTE AMENDMENTS ENTER INTO FORCE AS SULPHUR 2020 REQUIREMENT LOOMS - IMO
KNOWLEDGE TO ELEVATE
Amendments to the bunker delivery note relating to the supply of marine fuel oil to ships which have fitted alternative m ...
Thursday, 10 January 19
WORLD TRADE IN THERMAL COAL IS ESTIMATED TO HAVE GROWN BY 1.0 PER CENT IN 2018 - DEPARTMENT OF INDUSTRY, AUSTRALIA
World Trade
World trade in thermal coal is estimated to have grown by 1.0 per cent to 1.1 billion tonnes in 2018 but it is expected to decline ...
Thursday, 10 January 19
PAKISTAN'S COAL IMPORTS TO SURGE TO 30 MILLION TONS PER ANNUM BY 2020 - CEO, PIB
Pakistan’s coal imports are estimated to surge to 30 million tons/annum from existing 20 million tons/annum by the year 2020, given the plann ...
Wednesday, 09 January 19
PANAMAX: THE PACIFIC SAW RELATIVELY GOOD DEMAND PARTICULARLY FROM INDONESIA AND NOPAC - BALTIC BRIEFING
Capesize
It was an active start to the New Year, with trading from West Australia maintaining momentum during the holiday period. Rates for Chi ...
Wednesday, 09 January 19
SHIPPING MARKET INSIGHT - INERMODAL
Paraphrasing the words of a Chief economist in a latest report of the World Bank Group, the current state of the shipping market very much resemble ...
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- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Electricity Authority, New Zealand
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Minerals Council of Australia
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Australian Coal Association
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
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