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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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Tuesday, 02 August 16
INDONESIAN CS COAL INDICES STAY POSITIVE
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.71% week over week to averaging $41.12 per ton this past week, shows CS (i) C ...
Monday, 01 August 16
4200 GAR INDONESIAN COAL PRICE MAY TOUCH $ 32/33 A TON LEVELS SOON
COALspot.com: Indonesian coal prices are likely surge further in 2016 as the recent price movement in Indonesian coal markets suggests that the mar ...
Monday, 01 August 16
BALTIC INDEX ENDED NEGATIVE NOTE THIS PAST WEEK ON WEAKER RATES ACROSS ALL LARGE VESSEL SEGMENTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Cape, Panamax and Supramax segments end ...
Friday, 29 July 16
U.S. COAL OUTPUT SLIPS SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 15 million short tons ( ...
Thursday, 28 July 16
FITCH RAISES CORPORATE OIL PRICE ASSUMPTION FOR 2016 TO USD42
Fitch Ratings has raised the 2016 oil price assumptions it uses when rating energy-sector corporates, but expects record high inventories to slow a ...
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- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Marubeni Corporation - India
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- PTC India Limited - India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- White Energy Company Limited
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- Planning Commission, India
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Agrawal Coal Company - India
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Energy Link Ltd, New Zealand
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Vizag Seaport Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
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