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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, 15 October 15
Q1' 16 FOB RICHARDS BAY COAL SWAP ADVANCED 2 PER CENT WEEK OVER WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q4' 2015 gain week over week and declined month over month.
The Q4 swap was dow ...
Tuesday, 13 October 15
DRY BULK SHIPPING FLEET NET EXPANSION WAS 1.3% DURING THIRD QUARTER, BUT ORDERBOOK REDUCED TO 17% OF THE TRADING FLEET
If the dry bulk market is to rebound on a sustainable level, it needs to limit the tonnage expansion, at least until demand picks up again, as Chin ...
Tuesday, 13 October 15
FOB NEWCASTLE COAL SWAP DECLINED 2 PER CENT MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery decreased $0.46 per ton (1.08%) month over month to US$ 42.17 per ton. The ...
Monday, 12 October 15
CFR SOUTH CHINA COAL SWAPS GAIN W-W; SLIGHTLY DOWN M-M
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery down just US cents 3 (0.06 %) per ton month over month.
A commodity ...
Monday, 12 October 15
DRY BULK SHIPPING: MARKETS ARE SLOWLY IMPROVING FROM A VERY LOW LEVEL AS THE DEMAND SIDE FALTERS - HELLENIC SHIPPING NEWS
The dry bulk market is in the midst of a shift in demand patterns, which coupled with a tonnage supply overhang, has been facing headwinds over the ...
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- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Minerals Council of Australia
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- The Treasury - Australian Government
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- The University of Queensland
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
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