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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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Friday, 14 December 18
KOSPO INVITES BIDS FOR 1,177,000 METRIC TONS OF COAL FOR Q1' 19 LOADING
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 701,000 MT of min 5,600 kcal/kg NCV coal and ...
Friday, 14 December 18
COAL IMPORT TO BE CHECKED BY RISING DOMESTIC PRODUCTION - FINANCIAL EXPRESS
The government’s effort to increase domestic coal production and power demand falling with the onset of the winters will check coal imports, ...
Thursday, 13 December 18
STRAITS AFFECTED BY TERRITORIAL DISPUTE BETWEEN SINGAPORE AND MALAYSIA - THE STANDARD CLUB
A recent territorial dispute has occurred between Singapore and Malaysia involving the Straits of Johor.
The Malaysian Attorney Gene ...
Wednesday, 12 December 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
China’s monthly iron ore imports dropped for the first time this year joined by declines in copper and soybeans as economic growth slows in t ...
Tuesday, 11 December 18
SHIPPING MARKET ANALYSIS - ALLIED
A lot of discussions have been made as to the effects of the IMO 2020 regulation on OPEX levels, investment feasibility of& ...
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- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Planning Commission, India
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Formosa Plastics Group - Taiwan
- White Energy Company Limited
- Australian Coal Association
- Dalmia Cement Bharat India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- The University of Queensland
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- CNBM International Corporation - China
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Power Finance Corporation Ltd., India
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Borneo Indobara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Wilmar Investment Holdings
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
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