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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, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
Thursday, 05 July 18
INDONESIAN COAL PRICE REFERENCE HITS 74 MONTHS HIGH OF $104.65 A TON
COALspot.com: HBA keeps rising. According to latest ministerial decree No.1892 K/30/MEM/2018 dated 2 July 2018, the Indonesian Coal Price Reference ...
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- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- White Energy Company Limited
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- The Treasury - Australian Government
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
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