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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, 09 January 17
FFA SUPRAMAX: Q1 AND Q2 TRADING UP TO $7100 WHILE CAL17 PRINTED $7250 - FIS
Capesize
Sentiment has swung quickly on capes and although there appears to be a very short list for open tonnage in the Atlantic Feb dates appea ...
Monday, 09 January 17
COAL MARKETS WERE UNEXPECTEDLY ONE OF THE STRONGEST PERFORMERS OF 2016 - SGX
COALspot.com: Coal markets were unexpectedly one of the strongest performers of 2016, with domestic production restrictions in China as well as sup ...
Monday, 09 January 17
THE INDONESIA COAL BENCHMARK PRICE SLIDES AFTER THE RECENT RALLY
COALspot.com: The Indonesia coal benchmark price slides in January 2017 after the recent rally. The government declared benchmark prices for Indone ...
Friday, 06 January 17
U.S. WEEKLY ESTIMATED COAL PRODUCTION TOTALED APPROXIMATELY 12.4 MMST; DOWN 18.4% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 12.4 million short ton ...
Thursday, 05 January 17
UNCHANGED COAL-FIRED TARIFFS PRESSURE CHINA'S GENERATORS - FITCH
COALspot.com: China's decision to keep on-grid electricity prices from coal-fired power unchanged amid higher coal prices will further squeeze ...
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- Banpu Public Company Limited - Thailand
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Edison Trading Spa - Italy
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- International Coal Ventures Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Planning Commission, India
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- PTC India Limited - India
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- The Treasury - Australian Government
- PNOC Exploration Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Parliament of New Zealand
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Australian Coal Association
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
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