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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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Tuesday, 20 October 15
API 5 FOB NEWCASTLE COAL SWAP CLOSED NEGATIVE
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery decreased $1.23 per ton (2.86%) month over month to US$ 41.80 per ton. The ...
Monday, 19 October 15
RUSSIA MAJOR COAL MINER KRU CUTS 4.5 MLN T/YR "UNPROFITABLE" EURO SALES - JACQUELINE HOLMES
COALspot.com: Kuzbassrazrezugol (KRU), one of Russia's largest producers of high-quality coal, plans to cut its coal exports in 2016 by about 4 ...
Monday, 19 October 15
CFR SOUTH CHINA COAL SWAP CLOSED AT $48.68 PER TON
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery down just US cents 55 (1.12 %) per ton month over month.
A commodity ...
Monday, 19 October 15
KOMIPO SEEKS 1.28 MILLION T/Y COAL FOR DEC 2015 - Q2 2016
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender for 1,280,000 Metric Tons (MT) of minimum 4,600 kc ...
Sunday, 18 October 15
THE BDI AND OTHER INDICES CLOSED OFF ON NEGATIVE NOTE THIS FRIDAY
COALspot.com: The BDI closed off on negative note this Friday compared to previous Friday's closing.
The BDI closed this Friday (16 Octobe ...
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- Central Electricity Authority - India
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bangladesh Power Developement Board
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Indian Oil Corporation Limited
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Savvy Resources Ltd - HongKong
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- White Energy Company Limited
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- VISA Power Limited - India
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
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