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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, 07 October 18
SUPRAMAX: INDO-INDIA USUAL COAL RUNS WERE COVERED AT US$ 12K - FEARNLEYS
Capesize
Average daily earnings up close to 15 pct in 5 trading days, thus patience finally paying off for owners of the big ships - Chinese play ...
Sunday, 07 October 18
A CASE FOR 20/20 VISION? IMO'S LOW SULPHUR FUEL LIMIT UNDER MARPOL ANNEX VI WHICH COMES INTO FORCE ON 1ST JANUARY 2020
KNOWLEDGE TO ELEVATE
The implementation of the global 0.5% sulphur cap for bunker fuel under MARPOL Annex VI in just under 18 months’ ti ...
Friday, 05 October 18
COAL PRODUCTION REACHES 64% OF 2018 TARGET : THE JAKARTA POST
National coal production up to August has already reached 311 million tons, or 64 percent of this year's total target of 485 million tons, acco ...
Wednesday, 03 October 18
VALUE OF AUSTRALIAN COAL EXPORTS TIPPED TO DECLINE SHARPLY OVER NEXT 18 MONTHS - THE GUARDIAN
Thermal coal prices forecast to drop 25% and metallurgical coal prices 23% as value of iron ore exports also falls
The value of Aust ...
Wednesday, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
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- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Meenaskhi Energy Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- The University of Queensland
- Semirara Mining and Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
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