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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, 11 April 18
CHINA UTILITIES PLAN NEW COAL IMPORT PRICE INDEX TO CURB VOLATILITY - REUTERS
China’s major utilities are preparing to launch their own coal price index for imports, an official at China Huaneng Group said, in a move th ...
Wednesday, 11 April 18
US-CHINA TARIFF THREATS RAISE GLOBAL TRADE RISKS - FITCH
Escalating tariff proposals by the U.S. and Chinese governments are increasing the risks of a full-blown trade war, says Fitch Ratings. The most li ...
Tuesday, 10 April 18
BUMA GRANTED ADDITIONAL LOAN FACILITY FROM BTMU TO SUPPORT GROWTH
Press Release: PT Delta Dunia Makmur Tbk. is pleased to announce that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA"), signed an a ...
Monday, 09 April 18
APRIL INDONESIAN COAL PRICE REFERENCE DROPS TO LOWEST IN 2018
COALspot.com: According to latest ministerial decree, the Indonesian Coal Price Reference (HBA) decline 6.98 per cent in April 2018 compared to Mar ...
Friday, 06 April 18
TOP MINER BHP QUITS WORLD COAL ASSOCIATION OVER CLIMATE CLASH - BLOOMBERG
BHP Billiton Ltd. has severed ties with the World Coal Association over a clash of views on how to combat climate change, with the mining giant say ...
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- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- The University of Queensland
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- Indo Tambangraya Megah - Indonesia
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Planning Commission, India
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Malabar Cements Ltd - India
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