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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, 10 June 16
INDONESIAN 6322 GAR COAL PRICE REFERENCE RISES TO $51.81 A TON
COALspot.com: The Indonesia Coal Benchmark Price increased in June 2016.
The Director General of Mineral and Coal of Indonesia, the regulator ...
Friday, 10 June 16
WEEKLY U.S. COAL PRODUCTION TOTALED AN ESTIMATED 12 MMST IN THE WEEK ENDED JUNE 4, UP 4% W/W - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 12 million short tons (mmst ...
Wednesday, 08 June 16
BPI ACHIEVES FINANCIAL CLOSE FOR ITS 2000 MW POWER PROJECT IN CENTRAL JAVA
COALspot.com: PT Bhimasena Power Indonesia (BPI) on June 6th, 2016 Achieves financial close for its 2x1,000 MW power project in Batang Regency, Cen ...
Wednesday, 08 June 16
U.S COAL IMPORTS ARE PROJECTED TO BE 12 MMST IN 2016 AND 11 MMST IN 2017 - EIA
Coal Supply
U.S. coal production in May was 50 million short tons (MMst), a 4 MMst (10%) increase from the previous month but 19 MMst (28%) lower ...
Wednesday, 08 June 16
THE DRY BULK MARKET KEPT MOVING SIDEWAYS LAST WEEK; SECOND HAND PURCHASES MOVING NORTH - INTERMODAL
Once again its Posidonia time and the biannual exhibition takes place during a very warm June here in Athens, as if the performance of the dry bulk ...
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- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- GMR Energy Limited - India
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Georgia Ports Authority, United States
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Edison Trading Spa - Italy
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Electricity Authority, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Indian Oil Corporation Limited
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
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