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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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Friday, 22 January 16
WEEKLY US COAL PRODUCTION ESTIMATES ALMOST FLAT
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 13.3 million shor ...
Friday, 22 January 16
COAL PRICES TO REMAIN UNDER PRESSURE THIS YEAR
COALspot.com: Indonesian coal swap delivery Q1 2016 declined month on month and week over week. The falling trend of prices for coal was continuing ...
Friday, 22 January 16
Q3' 16 FOB RICHARDS BAY COAL SWAP CLOSED AT $ 40.80; DECLINE $ 2.80 M-O-M
COALspot.com: Q1’ 2016 API4 FOB Richards Bay Coal swap up month over month and decline week over week.
The Q1’ 2016 FOB Richards B ...
Wednesday, 20 January 16
Q3'16 FOB NEWCASTLE COAL SWAP CLOSED $ 2.40 LESSER THAN Q1'16 CLOSING PRICE OF $ 38.10
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery rose another $0.77 per ton (2.06%) this past week compared to the sam ...
Wednesday, 20 January 16
SHIPPING MARKET INSIGHT - NASOS SOULAKIS
If you believe in the “January effect”, the theory according to which the beginning of a new year has a positive effect on financial in ...
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- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Orica Mining Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Bangladesh Power Developement Board
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
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