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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, 12 November 18
COAL BUSINESS REMAINS PROSPECTIVE - ANTARA
Coal business happened to be sluggish in the 2012-2015 period because coal prices in the world market fell sharply, but it has begun to crawl up si ...
Monday, 12 November 18
INDONESIA'S HBA ENDS DECLINE IN NOVEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 07 November 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
This has been another active week in the second-hand market for both the dry bulk and tanker sectors. Buying interest has recently increased, which ...
Monday, 05 November 18
TIGHTER FUEL RULES COULD RAISE SHIPOWNERS' COSTS AND CAPEX - FITCH RATINGS
More stringent fuel regulations regarding sulphur content could significantly increase global shipping companies’ operating costs and capex n ...
Friday, 02 November 18
COAL FETCHES 102% PREMIUM IN E-AUCTION, SURPASSING THE EARLIER HIGHEST OF 95% - FINANCIAL EXPRESS
Coal prices have received a premium of 102% in spot e-auction during September 2018, surpassing the earlier highest of 95% premium during the spot ...
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- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- The University of Queensland
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- PNOC Exploration Corporation - Philippines
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- Samtan Co., Ltd - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Minerals Council of Australia
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
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