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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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Sunday, 18 November 18
COAL STOCKS IN A THIRD OF NTPC PLANTS CLOSE TO NIL - FINANCIAL EXPRESS
Coal supply shortage continues to haunt NTPC, the country’s largest power generator, with latest government data showing 31% of the company&r ...
Thursday, 15 November 18
OIL MARKET REPORT: HEEDING THE WARNINGS - IEA
In last month’s Report, we noted that since the middle of the year oil supply had increased sharply, with gains in the Middle East, Russia an ...
Wednesday, 14 November 18
BIMCO ADOPTS 2020 BUNKER CLAUSES
BIMCO has developed two 2020 bunker clauses that deal with general compliance and the transitional period for an early December release.
...
Wednesday, 14 November 18
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The shipping industry is going through an interesting period across all markets. Since the end of last year, the Dry Baltic Index has been showing ...
Tuesday, 13 November 18
INDIA: POWER DEMAND UP; COAL STOCKS AT MINES AT A 5-YEAR LOW - FINANCIAL EXPRESS
Stocks at Coal India mines plunged to a five-year low of 21 million tonne (mt) in October, as a sudden surge in demand for the fuel from the power ...
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- Electricity Generating Authority of Thailand
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Petron Corporation, Philippines
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- Posco Energy - South Korea
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- Indian Oil Corporation Limited
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- SMC Global Power, Philippines
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Mercator Lines Limited - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- The University of Queensland
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
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