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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, 19 January 16
HAPPY NEW YEAR, COAL PRODUCERS! OR MAYBE NOT - ANDY ROBERTS
To coal producers, 2015 must have seemed far longer than 365 days. From their perspective, as bad as markets were at the beginning of the year, and ...
Tuesday, 19 January 16
COALTRANS ASIA IS RETURNING TO BALI
22nd Coaltrans Asia
Coaltrans Asia is returning to Bali to bring together over 1000 industry decision makers and thought leaders for three day ...
Monday, 18 January 16
INDONESIAN 5700 GAR COAL INDEX ROSE 0.60% WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin decline slightly week over week to averaging $39.93 per ton on this past Friday, acc ...
Monday, 18 January 16
BALTIC DRY SHIPPING INDEX DROPS TO 373 POINTS; DECLINE 13% WEEK OVER WEEK
COALspot.com: The freight market dropped this week as the BDI declined further 13 percent to 373 points week over week. The Cape index ...
Monday, 18 January 16
Q1'16 CFR SOUTH CHINA COAL SWAP CLOSED AT $ 42.50 PER TON; UP 1% MONTH OVER MONTH
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery rose US$ 0.43 (1.02%) per ton month over month.
A commodity swap is ...
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- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Bayan Resources Tbk. - Indonesia
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- PTC India Limited - India
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Xindia Steels Limited - India
- MS Steel International - UAE
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Posco Energy - South Korea
- Indika Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Goldman Sachs - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Indonesian Coal Mining Association
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