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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, 07 June 16
CS COAL INDEX ROSE FOR SECOND STRAIGHT WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.38 percent week over week to averaging $39.16 per ton this past week, shows ...
Monday, 06 June 16
BDI GAINED ON A STRONGER DEMAND FOR CAPESIZE SHIPS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week on a stronger demand for Capesize ves ...
Friday, 03 June 16
DRY BULK VESSEL DELIVERIES COULD BE LESS THAN 50 MILLION DWT IN 2016, AS OWNERS DELAY OR CANCEL NEWBUILDING ORDERS
The dry bulk market has been caught between a rock and a hard place over the course of the past couple of years, as on one hand demand has plunged, ...
Friday, 03 June 16
U.S WEEKLY COAL PRODUCTION SLIDES 1.3% - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.5 million short tons (mm ...
Wednesday, 01 June 16
INDIA'S COAL IMPORTS IN APRIL 2016 DECLINED 15% Y/Y; COAL INDIA INCREASED COAL PRICES BY 6.2%
Coal India has approved raising weighted average coal prices by 6.2 per cent over the current price for both regulated and non-regulated sectors.
...
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- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Bukit Makmur.PT - Indonesia
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Planning Commission, India
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Meenaskhi Energy Private Limited - India
- India Bulls Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- Videocon Industries ltd - India
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