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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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Sunday, 07 June 20
A SCRUBBER FITTED 61,000 ULTRAMAX WAS FIXED DELIVERY PHILIPPINES TRIP VIA SOUTH AFRICA REDELIVERY VIETNAM AT $9,500 - BALTIC BRIEFING
Capesize
The small flicker of hope at the beginning of this week has kindled a small fire under the Capesize market. At a paltry $3369 from the ...
Saturday, 06 June 20
KOREA SOUTH-EAST POWER CO INVITED COAL BIDS FOR MIN 5600 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 270,000 Tons (MT) min. 5600 NCV co ...
Friday, 05 June 20
COAL INDIA ESTIMATES PRODUCTION GROWTH BY OVERBURDEN REMOVAL - FINANCIAL EXPRESS
PSU miner Coal India (CIL) has now limited mining only to Overburden Removal (OBR) with falling demand of coal. The mining behemoth is now keeping ...
Friday, 05 June 20
U.S. SANCTIONS COMPLIANCE GUIDANCE RELEASED FOR THE GLOBAL MARITIME, ENERGY AND METALS SECTORS - AKIN GUMP
Key Points
On May 14, 2020, OFAC, the Department of State and the U.S. Coast Guard jointly released guidance for persons involved in the ma ...
Friday, 05 June 20
IN THE FIRST 5 MONTHS OF 2020 AUSTRALIA SHIPPED 6.8 MLN TONNES TO VIETNAM - BANCHERO COSTA
In the first 5 months of 2020, global seaborne coal trade declined by as much as -8% year-on-year, according to vessel tracking data from Ref ...
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- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Australian Coal Association
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- The University of Queensland
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Bhatia International Limited - India
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Planning Commission, India
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Commonwealth Bank - Australia
- White Energy Company Limited
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
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