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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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Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
Saturday, 20 October 18
PANAMAX: THE PACIFIC SAW A LARGE VOLUME OF FIXING, WITH INDONESIA AGAIN THE DRIVING FORCE - THE BALTIC BRIEFING
Capesize
A positive end to last week after a shaky start, with a Coaltrans taking participants out of the market early on and with rates slippi ...
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- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- PTC India Limited - India
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- Parliament of New Zealand
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
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