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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, 19 November 15
Q3' 16 RICHARDS BAY COAL SWAP CLOSED 9% LOWER THAN Q1' 16 DELIVERY PRICE
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, 19 November 15
RATES FOR CAPES KEPT MOVING SOUTH - INTERMODAL
COALspot.com: With the BDI currently standing at less than 30 points above the historical lows marked in February this year and with activity acros ...
Wednesday, 18 November 15
MARKET (SHIPPING) INSIGHT - THEODORE NTALAKOS
Supply VS Demand
According to data from the IMF, global growth for 2015 is projected at 3.1 percent, 0.3 percentage point lower than in 2014, ...
Tuesday, 17 November 15
KOMIPO INVITES BIDS FOR (SEMI) ANTHRACITE COAL FOR SEOCHEON POWER PLANT
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender for 70,000 Metric Tons of (Semi) Anthracite for Ja ...
Tuesday, 17 November 15
FOB NEWCASTLE COAL SWAPS FALL: Q1'16 SLID 11.45% M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery slid $4.75 per ton (11.45%) month over month to US$ 36.75 per ton. The swap ...
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- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- SMC Global Power, Philippines
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- PTC India Limited - India
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
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