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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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Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
Thursday, 21 May 20
KOMIPO INVITED BIDS FOR TOTAL 610000 MT OF LCV AND HCV COAL FOR 2H 2020
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) has Issued an International Tender for 130,000 mt of 5700 NCV coal an ...
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- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- PTC India Limited - India
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Indogreen Group - Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
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