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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, 31 October 16
INDONESIAN 5000 GAR COAL ROSE 5.56% WEEK OVER WEEK - CS COAL INDEX
COALspot.com: The price for thermal coal has recovered substantially since April 2016. The China’s new policy on its domestic coal miners, th ...
Friday, 28 October 16
STEAM COAL IMPORTS: CHINA AND INDIA'S ROLE REVERSALS - BEN TRIMMEL
While a sharp decline in European imports is a key driver of the expected fall in steam coal trade this year, China and India remain leading actors ...
Friday, 28 October 16
U.S. WEEKLY COAL OUTPUT ROSE DURING THE WEEK ENDING OCTOBER 22 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million short ton ...
Thursday, 27 October 16
73.08 PERCENT OF COAL PRODUCERS PREDICTED INDIA WILL NOT STOP COAL IMPORTS IN 2 TO 3 YEARS - POLL
COALspot released its weekly opinion poll "How likely do you think India will STOP thermal coal imports in 2-3 years?" this Monday.
...
Thursday, 27 October 16
PANAMAX: FIRM ATLANTIC; TOPPISH PACIFIC - FEARNLEYS
Supramax
The trend from last week is passed on. ECSA still strong with Supras from N Brazil to Med fixed at $9,000 to $9,500 daily.
Accordin ...
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- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Australian Coal Association
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Trasteel International SA, Italy
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parliament of New Zealand
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
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