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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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Tuesday, 22 July 14
ASIAN SUB-BITUMINOUS COAL USERS' GROUP CONFERENCE
Press Release: Registration Open for Fourth Annual Asian Sub-Bituminous Coal Users’ Group Conference
Register today for this year&r ...
Monday, 21 July 14
25% OF INDIA'S POWER PLANTS WERE HAVING SUPER CRITICAL COAL STOCK - COAL AND POWER MINISTER
25% of India’s power plants were having super critical coal stock; power utilities have also been advised to enhance the import of coal - Coa ...
Monday, 21 July 14
INDONESIA'S STATE CONTROLLED COAL MINER BUKIT ASAM ENJOYED HIGHER SELLING PRICE DURING THIS STORMY MARKET
COALspot.com: PT Bukit Asam, the Indonesian government controlled coal miner announced today that, the company has produced 7.70 million tons of co ...
Monday, 21 July 14
CFR SOUTH CHINA COAL Q3 DELIVERY SWAPS LOST 16% SINCE JANUARY 17, 2014
COALspot.com: Coal price falling is continues as the impact oversupply and lower demand. Market is not showing any positive trend in near future.
...
Sunday, 20 July 14
THE FREIGHT MARKET CONTINUED ITS DOWNWARD TREND
COALspot.com: The market continued its downward trend this week as all segments were down compared to last week. The Cape and Panamax indices being ...
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- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- White Energy Company Limited
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- Uttam Galva Steels Limited - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- VISA Power Limited - India
- The University of Queensland
- MS Steel International - UAE
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Electricity Authority, New Zealand
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- ASAPP Information Group - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- CNBM International Corporation - China
- GMR Energy Limited - India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Carbofer General Trading SA - India
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