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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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Thursday, 16 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
...
Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
Friday, 10 August 18
U.S. COAL PRODUCTION TO DECLINE BY 1.8% IN 2019 BECAUSE COAL EXPORTS AND COAL CONSUMPTION ARE BOTH FORECAST TO DECREASE - EIA
EIA forecasts U.S. coal production will decline by 1.1% to 766 million short tons (MMst) in 2018 despite a 5.7% (6 MMst) increase in coal exports.
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- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Planning Commission, India
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Eastern Energy - Thailand
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
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