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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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Thursday, 04 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
Tuesday, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
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- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- White Energy Company Limited
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- PTC India Limited - India
- New Zealand Coal & Carbon
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- MS Steel International - UAE
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Interocean Group of Companies - India
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
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