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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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Thursday, 03 March 16
RIO TINTO COMPLETES SALE OF INTEREST IN BENGALLA JOINT VENTURE FOR US$616.7 MILLION
COALspot.com: Rio Tinto has completed the sale of its 40 per cent interest in the Bengalla coal Joint Venture in Australia to New Hope Corporation ...
Wednesday, 02 March 16
RE-EVALUATION OF MINING LICENSES CLEAN AND CLEAR STATUS IN INDONESIA
COALspot.com: In connection with the transfer of mining authority from Regents/Mayors to Governors1 and from Regents/Mayors and Governors to t ...
Wednesday, 02 March 16
OIL MY GOD.....!!!!
OIL my GOD….!!!!
The oil price “crash” that started in 2014 was caused by a glut of practically unwanted oil. Producers had be ...
Tuesday, 01 March 16
CS 42 (4200 GAR) COAL INDEX CLOSED AT US$ 27.11 A TON ON 26 FEBRUARY
COALspot.com: Average 5000 GAR coal index of Indonesian origin decline 0.31 percent week over week to averaging $38.77 per ton on this past Friday, ...
Tuesday, 01 March 16
CAN BULKCARRIER SUPPLY CUTS RESTORE SOME BALANCE? - CLARKSONS
The easing in bulkcarrier deliveries and the accelerated pace of demolition in recent years has seen bulkcarrier fleet growth slow from a rapid 17% ...
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- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Vijayanagar Sugar Pvt Ltd - India
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- The University of Queensland
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Ambuja Cements Ltd - India
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
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