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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, 07 January 16
FOB NEWCASTLE COAL SWAPS DELIVERY Q1'16 REMAIN FLAT W-O-W; UP M-O-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery rose another $1.23 per ton (3.35%) this past week compared to the sam ...
Thursday, 07 January 16
SHIPPING WILL REMAIN VOLATILE AND INDISPENSABLE IN 2016 - MOORE STEPHENS
The ultimate definition of an optimist has been characterised as an accordion player with an answerphone. Such extreme optimism might be difficult ...
Wednesday, 06 January 16
NEW COAL PRICE PASS-THROUGH REGULATION BENEFITS CHINA IPPS - FITCH RATINGS
Fitch Ratings says the new Coal Price Pass-through Mechanism announced by the National Development and Reform Commission (NDRC) on 31 December ...
Tuesday, 05 January 16
BIG COAL MINERS PLAN HIGHER PRODUCTION THIS YEAR - THE JAKARTA POST
The country’s major coal miners plan to further boost production in 2016 although analysts estimate that an oversupply in the world’s c ...
Tuesday, 05 January 16
THE SHIPPING MARKET IN 2015 AND LOOKING FORWARD - BIMCO
Global economy: menacing clouds in the sky cast a shadow on global economic developments 2015 never really took off, even though the global economi ...
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- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- India Bulls Power Limited - India
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Electricity Authority, New Zealand
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Australian Commodity Traders Exchange
- Edison Trading Spa - Italy
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
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