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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, 02 August 18
INDO / CHINA COAL RV'S IS PAYING AROUND USD 11,000 TO SUPRAS BSS DELIVERY SINGAPORE - FEARNLEYS
Capesize
The counter seasonally strong market during the summer months bodes well for the remainder of the year.
According ...
Wednesday, 01 August 18
JOKOWI CANCELS PLAN TO REVOKE COAL DMO - JP
President Joko "Jokowi" Widodo on Tuesday has canceled the government’s plan to revoke the domestic market obligation (DMO) for coa ...
Wednesday, 01 August 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The dry bulk market activity over the past four weeks has remained stable when compared to the previous months. There are concerns with regards to ...
Tuesday, 31 July 18
INDONESIA UNLIKELY TO CHANGE COAL SUPPLY, PRICING RULES UNTIL 2019 - REUTERS
Indonesia is unlikely to change its rules on domestic coal supply and pricing until 2019, Coordinating Maritime Minister Luhut Pandjaitan said on M ...
Tuesday, 31 July 18
ENERGY MINISTRY REMAINS FIRM ON DMO POLICY FOR COAL - JP
The Energy and Mineral Resources Ministry has stressed that it will not cancel its policy on the domestic market obligation (DMO) for coal, as the ...
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- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Directorate Of Revenue Intelligence - India
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Australian Coal Association
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- ASAPP Information Group - India
- GMR Energy Limited - India
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Economic Council, Georgia
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
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