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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, 02 March 17
ULTRAMAX: INDONESIA TO INDIA COAL ROUNDS IS BEING FIXED AT AROUND MID 11K BSS SINGAPORE DELIVERY - FEARNLEYS
Supramax
Holiday mode within Atlantic i.e. very few movements but rates remained still positive, mostly in the USG region where tight tonnage sup ...
Wednesday, 01 March 17
2017 IS LOOKING LIKE IT WILL BE A GOOD YEAR FOR A NUMBER OF COMMODITIES - LINOS KOGEVINAS
2017 is looking like it will be a good year for a number of commodities. Following the price recovery witnessed in 2016 across a number of commodit ...
Tuesday, 28 February 17
PORT OF NEWCASTLE SHIPPED 17.39% LESS COAL IN JANUARY; TRADE VALUE UP 11.87% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,625.6 M ...
Monday, 27 February 17
THE FREIGHT MARKET WAS FIRMED UP THIS PAST WEEK; BCI ROSE 57.64% W/W
COALspot.com: The Freight market was firmed up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk commod ...
Friday, 24 February 17
RUSSIAN OIL AND GAS WITHSTANDS OIL PRICE SHOCK - FITCH RATINGS
Fitch Ratings says in a new report that the Russian oil and gas sector has withstood the oil price stock of 1H16. Key events of 2016 include record ...
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- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Indian Energy Exchange, India
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- Coal and Oil Company - UAE
- Planning Commission, India
- Central Electricity Authority - India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- The University of Queensland
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- Economic Council, Georgia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Minerals Council of Australia
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Deloitte Consulting - India
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Goldman Sachs - Singapore
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
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