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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, 15 January 16
FOB INDONESIA COAL SWAPS FIRM SLIGHTLY LAST WEEK
COALspot.com: Indonesian coal swap delivery Q1 2016 declined month over month and week over week.
According to AsiaClear OTC coal swap's r ...
Friday, 15 January 16
SHIPPING: 2016 STARTED WITH MISERY ACROSS THE BOARD FOR SHIP OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
As one would have expected, the dry bulk market starter the new year where it left off in 2015, plunging to never seen before depths, as the market ...
Friday, 15 January 16
U.S. WEEKLY COAL PRODUCTION ROSE ACROSS ALL BASINS: EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 13.4 million shor ...
Thursday, 14 January 16
FOB RICHARDS BAY COAL SWAP FOR Q3 DELIVERY CLOSED $5.90 LOWER THAN Q1 PRICE
COALspot.com: Q1’ 2016 API4 FOB Richards Bay Coal swap up month over month and week over week.
The Q1’ 2016 FOB Richards Bay Coal ...
Wednesday, 13 January 16
U.S. COAL PRODUCTION DECLINED BY 109 MMST IN 2015; COAL EXPORTS DECREASED 21% Y-O-Y
COALspot.com: U.S. coal production declined by 109 million short tons (MMst) (11%) in 2015, the largest decline ever recorded, says EIA.
The 2 ...
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- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Essar Steel Hazira Ltd - India
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Parliament of New Zealand
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Eastern Coal Council - USA
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Bhatia International Limited - India
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Baramulti Group, Indonesia
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
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