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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, 28 April 16
PRICES OF POWER-STATION COAL IN INDONESIA IS INCREASING
COALspot.com: Inquiries for Indonesian 4200 - 4400 Kcal/kg GAR thermal coal cargoes from India suddenly increase recent days.
A Jakarta-based ...
Thursday, 28 April 16
KOMIPO TO IMPORT 710K MT OF BITUMINOUS COAL DURING JULY - SEPTEMBER 2016
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 710,000 Metric Tons of Bituminous Coal for its B ...
Thursday, 28 April 16
CAPE: BIT MORE OPTIMISM IN THE MARKET; SUPRAMAX: FORWARD CURVE IS FALLING - FEARNLEYS
Cape
A bit of a slower week. Activity level has dropped, though the rates do still remain firm, says Fearnleys in its latest weekly report.
...
Wednesday, 27 April 16
THE OCEAN SHIPPING EXPERIENCED DRAMATIC VOLATILITY IN THE BEGINNING OF 2016 - PANOS TSILINGIRIS
Shipping’s new (ab)normal
The global economy and ocean shipping experienced dramatic volatility in the beginning of 2016 and as the glob ...
Wednesday, 27 April 16
INDONESIAN COAL MINER KIDECO REPORTED NET PROFIT OF US$138.1 MILLION IN 2015
COALspot.com: Kideco Jaya Agung, one of the Indonesia's leading coal miners has reported net profit of US$138.1 million on revenue of US$1.65 b ...
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- The University of Queensland
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Australian Coal Association
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Latin American Coal - Colombia
- PTC India Limited - India
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
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