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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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Wednesday, 30 March 16
MINISTRY OF ENERGY AND MINERAL RESOURCES OF INDONESIA TO REVISE METHODOLOGY TO DETERMINE THE SELLING PRICE OF COAL TO MINE-MOUTH POWER PLANTS
COALspot.com: Ministry of Energy and Mineral Resources (ESDM) of Indonesia to review to revise methodology to determine the selling price of co ...
Wednesday, 30 March 16
VALEMAXES: THE BIGGEST NIGHTMARE OF TODAY'S DRY BULK MARKET - INTERMODAL
At a time that Europe is still dealing with the aftermath of the terrorist attacks in Brussels our society is daily bombarded with news of terroris ...
Tuesday, 29 March 16
BULK CARRIER VENTILATION - CAPTAIN PAUL R. WALTON
KNOWLEDGE TO ELEVATE
Moisture damage is a source of many cargo claims. Claimants allege that it is brought about by the ship’s failure t ...
Monday, 28 March 16
INDONESIAN WEEKLY CS50 COAL INDEX CLOSED SLIGHTLY FIRM; CS 57 INDEX CLOSED WEAK
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.03 percent week over week to averaging $38.91 per ton on this past Thursday, ...
Monday, 28 March 16
THE SUPRAMAX INDEX WAS UP TWENTY-FOUR POINTS TO 473 POINTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
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- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Planning Commission, India
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- White Energy Company Limited
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- Tamil Nadu electricity Board
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- MS Steel International - UAE
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
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