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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, 30 December 16
US WEEKLY COAL PRODUCTION TOTALS 15.2 MMST, DOWN 3.1% - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million sho ...
Thursday, 29 December 16
CHINA AIMS TO CAP COAL-FIRED POWER CAPACITY AT 1,100 GIGAWATTS BY THE END OF 2020 - REUTERS
China aims to cap total primary energy consumption at around 4.4 billion tonnes of coal equivalent in 2017, the director of the National Energy Adm ...
Wednesday, 28 December 16
FINANCIAL MARKETS AND COMMODITY MARKETS HAVE ALREADY SHOWED CONSIDERABLE IMPROVEMENT AND RENEWED OPTIMISM - GEORGE LAZARIDIS
As 2016 nears to a close many will be breathing a heavy sigh of relief, having made it through one of the toughest years in this century and lookin ...
Wednesday, 28 December 16
BUMA SIGNED APPROXIMATELY US$ 493 MILLION WORTH OF MINING SERVICES CONTRACTS WITH PT ADARO INDONESIA AND PT ANGSANA JAYA ENERGY
COALspot.com: PT Delta Dunia Makmur Tbk. Has announced that its primary operating subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA") has ...
Monday, 26 December 16
DO THE DERIVATIVES MARKETS MAKE COAL PRICES MORE VOLATILE? 59.21% SAY YES, POLL
COALspot.com: The substantial increase or decrease in coal prices within a short period of time has been supported by a number of fundamental drive ...
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- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- The University of Queensland
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- CNBM International Corporation - China
- Planning Commission, India
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Deloitte Consulting - India
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Price Waterhouse Coopers - Russia
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
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