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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, 03 October 16
THERMAL COAL PRICE SHOOTS UP AND MADE THEIR VERTICAL MOVE IN 5 YEARS; PRICE RALLY CONTINUES
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing and it is expected to rally at l ...
Monday, 03 October 16
DRY-BULK SHIPPING FREIGHTS SLIDE IN SOFTENING SPOT MARKET
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline slightly and ending in a negative note this past ...
Friday, 30 September 16
U.S. WEEKLY COAL OUTPUT FELL 2.3% - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Friday, 30 September 16
OPEC CUT SUPPORTS SLOW OIL RECOVERY, NOT STRONG REBOUND - FITCH
OPEC's oil production target announced this week signals the potential for greater co-ordination among its members, but the target itself is la ...
Thursday, 29 September 16
FREIGHT RATES MIGHT CONTINUE TO SLIDE NEXT WEEK DUE TO HOLIDAYS IN CHINA
Supramax
Flat start to week followed by a slight gain in rates for Supramaxes, says Fearnleys in its latest weekly report.
According to Fear ...
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- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Heidelberg Cement - Germany
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Parliament of New Zealand
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Asmin Koalindo Tuhup - Indonesia
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Coal Association
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
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