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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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Monday, 28 September 15
Q1'16 CFR SOUTH CHINA COAL SWAP ROSE 2.73 PER CENT M-M
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery moved upward US$ 1.45 (3.04 %) per ton month over month.
A commodity ...
Sunday, 27 September 15
THE PANAMAX INDEX FELL 1.19 PCT WEEK OVER WEEK
COALspot.com: The BDI closed Friday (25/09/2015) at 943 points, down by 17 points compared to previous Friday closing (18/09/2015). The BDI wa ...
Friday, 25 September 15
COAL PRODUCTION IN THE U.S. FOR THE WEEK ENDING SEPTEMBER 19 ROSE 2.5% PER CENT W-W
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.8 million shor ...
Wednesday, 23 September 15
CAPESIZE: SPOT RATES HAVE INCREASED MORE THAN 70 PER CENT DURING LAST WEEK
Dry Bulk owners, always look at September as the time that the market “signals” what lies ahead for the remainder of the year. The Chin ...
Wednesday, 23 September 15
INDONESIA: NEW REGULATION APPLIES FINAL INCOME TAX TO MINERAL AND COAL SALES - FLORENCE GRACIA SANTOSO
To increase state revenue from the mining sector, the Government of Indonesia has imposed a new final income tax on any sale of mineral and coal, a ...
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- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- Rio Tinto Coal - Australia
- Bharathi Cement Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Planning Commission, India
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Oldendorff Carriers - Singapore
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Deloitte Consulting - India
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Australian Coal Association
- VISA Power Limited - India
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
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