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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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Wednesday, 31 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
It was a fairly busy week in the dry S&P market. Despite the ease of Capesize rates which impacted Panamaxes as well, interest from potential b ...
Sunday, 28 July 19
ULTRAMAX - INDONESIAN COAL CARGOES SAW A 63,000DWT SHIP FIXING DELIVERY FOR A SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY CHINA, AT $11,700 - BALTIC BRIEFING
Capesize
The market was a white knuckled ride this past week as a large downside movement shed value quickly leaving many in bewilderment. The ...
Wednesday, 24 July 19
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.27 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.78 points Monday, down 0.27 percent week on week.
The index, released by Chi ...
Wednesday, 24 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
Tonnes of ink has been spent analysing the rebound of the dry bulk market the last weeks with the most representative example being the rising perf ...
Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
...
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- Holcim Trading Pte Ltd - Singapore
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Eastern Energy - Thailand
- Deloitte Consulting - India
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Sical Logistics Limited - India
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Independent Power Producers Association of India
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Mjunction Services Limited - India
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