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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, 21 October 15
MARKET INSIGHT - TIMOS PAPADIMITRIOU
In today’s dry bulk market, both freight rates and asset prices are creating mixed feelings to seasoned ship owners, who tend to instinctivel ...
Wednesday, 21 October 15
INDONESIAN COAL MINER BUKIT ASAM POSTS POSITIVE PERFORMANCE DURING FIRST THREE QUARTERS OF 2015
COALspot.com: Indonesian publicly listed and state controlled coal miner PT. Bukit Asam has announced that, the company’s coal sales up 8 per ...
Wednesday, 21 October 15
LOWER DEMAND HIT Q1' 16 INDONESIA COAL SWAPS
COALspot.com: Indonesian coal swap for delivery Q4 2015 declined month on month and week over week.
The Q4 swap declined $ 1.88 (-4.71%) per t ...
Tuesday, 20 October 15
SHIPBROKER SEES CAPESIZE RATES EASILY REACHING $25,000/DAY BY YEAR-END : NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The future course of the dry bulk market has been troubling market participants for quite some time now, as the “elusive” freight rate ...
Tuesday, 20 October 15
FOB RICHARDS BAY COAL SWAPS SINK INTO RED THIS PAST WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q4' 2015 declined week over week and month over month.
The Q4 swap was down US$ ...
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- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Planning Commission, India
- Videocon Industries ltd - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Australian Coal Association
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- The University of Queensland
- Thiess Contractors Indonesia
- PTC India Limited - India
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- Wood Mackenzie - Singapore
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
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