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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, 18 December 15
CHINA GROWTH SHOCK TO HIT ENERGY, SHIPPING, STEEL MOST - FITCH
Energy, shipping and steel would be the hardest-hit sectors in Asia-Pacific (APAC) in the event of a sharp slowdown in Chinese growth, says Fitch R ...
Friday, 18 December 15
WEEKLY U.S. COAL PRODUCTION REMAINS FLAT ACROSS ALL BASINS
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 16.1 million shor ...
Thursday, 17 December 15
THE LOW DEMAND AND EXCESS COAL OUTPUT, KEEP THE FOB INDONESIA COAL SWAPS UNDER PRESSURE
COALspot.com: Indonesian coal swap for delivery Q1 2016 rose month on month and decline slightly week over week. For the week ended December 11, 20 ...
Thursday, 17 December 15
GLADSTONE PORT COAL RECORD LOOMING, EXPORTS UP 12% - GLADSTONE OBSERVER
COAL exports from Gladstone's port have taken a leap, with more than seven million tonnes leaving the wharves in November.
That increase i ...
Wednesday, 16 December 15
FOB RICHARDS BAY COAL SWAP SLUMP 5.5% FROM LAST MONTH
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q1’ 2016 decline month over month and week over week.
The Q1’ 2016 &nbs ...
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- Carbofer General Trading SA - India
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- White Energy Company Limited
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Thai Mozambique Logistica
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Parliament of New Zealand
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- Mercator Lines Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Mjunction Services Limited - India
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- PTC India Limited - India
- The University of Queensland
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
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