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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, 30 November 18
GOVT MULLS REQUIRING MINERS TO TURN COAL INTO GAS - THE JAKARTA POST
The government is considering requiring all coal miners to turn the raw commodity into dimethylether (DME) as a substitute for liquefied petroleum ...
Friday, 30 November 18
SUPRAMAX: N. CHINA TO INDIA OR SE ASIA SUPRAS ARE GETTING PAID AROUND US$ 6000 - FEARNLEYS
Capesize
Sharp rise in spot activity and income, admittedly from very low levels, for the big ships. West Australia/China and Brazil/Far East b ...
Thursday, 29 November 18
NEW IMSBC CODE REQUIREMENTS AIM TO CONTROL LIQUEFACTION OF COAL CARGOES - GARD
KNOWLEDGE TO ELEVATE
The International Maritime Solid Bulk Cargoes (IMSBC) Code describes coal as a natural, solid, combustible material consi ...
Wednesday, 28 November 18
SHIPPING MARKET INSIGHT - GEORGE LAIOS
Last week I had the privilege to attend the SingularityU Greece Summit, in Athens. It was a privilege because you do not often have the chance to s ...
Tuesday, 27 November 18
PANAMAX AND SUPRAMAX INDICES WITNESSED A DECLINE OF JUST BELOW 14% IN THEIR MEAN ON A MONTH-ON-MONTH COMPARISON - ALLIED SHIPPING
A month of sharp corrections and great asymmetries for the dry bulk sector, with the overall overview of the market shipping rapidly from a state o ...
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- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Economic Council, Georgia
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Parliament of New Zealand
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
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