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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, 02 November 18
CHINA: COAL CONSUMPTION POSTS STRONG GROWTH ON BACK OF POWER GENERATION DEMAND - CHINA DAILY
China’s energy consumption experienced continuous rebound during the first three quarters in 2018, National Energy Administration announced o ...
Thursday, 01 November 18
IMO 2020 - EXPLORING THE OPTION OF SOX SCRUBBERS - SIDDHARTH MAHAJAN, GARD
KNOWLEDGE TO ELEVATE
There are four possible methods of compliance:
1.use VLSFO (very low Sulphur oil) or blends;
2,use dis ...
Wednesday, 31 October 18
INDIA: COAL IMPORTS SURGE ON DOMESTIC SHORT SUPPLY - HINDU
Shortage of thermal coal supply in India has pushed imports up to 85 million tonnes (mt) in the first half of the current fiscal compared to 75 mt ...
Wednesday, 31 October 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
Since the IMO’s 2020 global cap on sulphur in marine fuels is coming into force, ship-owners have to decide whether they will operate using e ...
Monday, 29 October 18
IMPLEMENTATION OF SULPHUR 2020 LIMIT - CARRIAGE BAN ADOPTED - IMO
An amendment to support consistent implementation of the forthcoming 0.50% limit on sulphur in ships fuel oil was adopted by the International Mari ...
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- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Essar Steel Hazira Ltd - India
- Tata Chemicals Ltd - India
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Commonwealth Bank - Australia
- Borneo Indobara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Georgia Ports Authority, United States
- White Energy Company Limited
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
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