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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, 09 March 16
U.S. COAL EXPORTS DECLINED 24% (74 MMST) IN 2015; COAL PRODUCTION IS EXPECTED TO DECREASE BY 111 MMST IN 2016 - EIA
U.S. Coal Supply
EIA estimates that U.S. coal production for February 2016 was 54 million short tons (MMst), a 4 MMst (7%) decrease from the prev ...
Wednesday, 09 March 16
RI MAY HAVE TO IMPORT COAL FOR FUTURE POWER PLANTS: STUDY - THE JAKARTA POST
With coal prices continuing to decline, Indonesia will struggle to provide the coal needed to fire up its power stations in the near future, a stud ...
Tuesday, 08 March 16
INDONESIA HIKES COAL BENCHMARK PRICE FOR THE FIRST TIME IN 12 MONTHS
COALspot.com: Low coal demand and excess supplies sent Indonesian benchmark coal price further deep in February 2016, but up slightly in Mar ...
Tuesday, 08 March 16
THE DRY CARGO MARKET ENDURED ONE OF ITS MOST DIFFICULT YEARS IN 2015, EXPERIENCING LOWS NOT SEEN SINCE THE MID 1980S - CLARKSONS
Whilst shipping and offshore markets have seen some good opportunities during 2015, overall there have been unprecedented challenges, so we are ver ...
Monday, 07 March 16
INDONESIAN 5700 GAR COAL INDEX DECLINE $0.05 A TON WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin decline 0.28 percent week over week to averaging $38.66 per ton on this past Friday, ...
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- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Central Electricity Authority - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Marubeni Corporation - India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- SMC Global Power, Philippines
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Planning Commission, India
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
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