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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, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- White Energy Company Limited
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
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