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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, 03 January 19
CAPESIZE: A MORE POSITIVE START OF THE NEW YEAR THAN EXPECTED FOR THE BIG SHIPS - FEARNLEYS
Capesize
A more positive start of the new year than expected for the big ships, with average gains of US$ 500/day posted on the first tra ...
Tuesday, 01 January 19
INDONESIA: COAL PRODUCTION EXPECTED TO EXCEED THIS YEAR'S TARGET - JP
Indonesian coal production reached 456 million tons up to Thursday or 94.02 percent of this year’s total target of 485 million tons, accordin ...
Monday, 31 December 18
THE INDONESIAN COAL MARKET Q1 '19 FORECAST: LOOKS DIRECTIONLESS - TRADER
The Indonesian coal market looks directionless, an International coal trader said when we asked him to give his forecast for 1Q' 2019.
...
Monday, 31 December 18
GLOBAL COAL DEMAND GREW BY 1% IN 2017; GLOBAL COAL POWER GENERATION INCREASED BY OVER 250 TWH - IEA
After two years of decline, global coal demand grew by 1% in 2017 to 7585 Mt as stronger global economic growth increased both industrial output an ...
Sunday, 30 December 18
MAJOR LNG BUYERS' UNCONTRACTED DEMAND TO QUADRUPLE BY 2030 - WOOD MACKENZIE
Wood Mackenzie’s latest research reveals that uncontracted demand by the world’s seven largest LNG buyers could quadruple to 80 million ...
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- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- PTC India Limited - India
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Energy Development Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- MS Steel International - UAE
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
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