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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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Wednesday, 30 December 15
FINAL DEALS OF THE YEAR TAKING PLACE, AS SHIP OWNERS PREPARE FOR 2016 - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The Holidays’ investment lull has taken a grip over the newbuilding and S&P market for second hand vessels, as shipbrokers are reporting ...
Tuesday, 29 December 15
CFR SOUTH CHINA COAL SWAPS ROSE MONTH OVER MONTH
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery rose US$ 0.68 (1.64%) per ton month over month.
A commodity swap is ...
Monday, 28 December 15
Q2' 15 U.S. STEAM COAL EXPORTS TOTALED 7.0 MMST; DOWN 16.9% FROM Q1 2015 - EIA
COALspot.com: U.S. coal production during second quarter 2015 totaled 211.1 million short tons.
According to EIA’s preliminary quarterly ...
Monday, 28 December 15
NOVEMBER NEWCASTLE COAL EXPORTS DECLINED 11.87%; THE AVERAGE PRICE OF COAL EXPORTS ROSE 1.37%
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $1.120 billio ...
Saturday, 26 December 15
FOB INDONESIA COAL SWAPS KEEP DROPPING
COALspot.com: Indonesian coal swap delivery Q1 2016 declined month on month and week over week.
According to AsiaClear OTC coal swap's rep ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- European Bulk Services B.V. - Netherlands
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- PTC India Limited - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- Xindia Steels Limited - India
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
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