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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, 27 November 15
FOB RICHARDS BAY COAL SWAPS UP FROM LAST WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q1’ 2016 up week over week and month over month.
The Q1’ 2016 swa ...
Thursday, 26 November 15
ITALY'S STEAM COAL IMPORTS EXPECTED TO REACH 16 MILLION TONS AND COKING COAL IMPORTS TO AMOUNT TO 4 MILLION TONS - ASSOCARBONI
ASSOCARBONI LOOKS AT COAL FROM A DIFFERENT ANGLE
- “Coal has made huge steps towards environmental sustainability, making itself t ...
Thursday, 26 November 15
DRY BULK MARKET WILL REBOUND EVENTUALLY, BUT THINGS WILL BECOME EVEN WORSE BEFORE THEY IMPROVE SAYS SHIPBROKER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
As the dry bulk market’s benchmark, the Baltic Dry Index (BDI) reached an all-time late last week and has failed to rebound significantly eve ...
Thursday, 26 November 15
Q3'16 FOB NEWCASTLE COAL SWAP FALLS 27.5% SINCE 20 FEB 2015
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery slid $5 per ton (12.05%) month over month to US$ 36.50 per ton. The s ...
Wednesday, 25 November 15
INDIA'S POWER GENERATORS FACE LOW, FALLING UTILISATION RATE - FITCH
COAlspot.com: Fitch Ratings says in a new report that the utilisation rate of India's thermal power generation capacity continued to decline in ...
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- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Metalloyd Limited - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
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