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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, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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- Videocon Industries ltd - India
- Deloitte Consulting - India
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Bangladesh Power Developement Board
- MS Steel International - UAE
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Australian Coal Association
- McConnell Dowell - Australia
- White Energy Company Limited
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
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