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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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Sunday, 20 September 15
BALTIC CAPE INDEX ROSE 66.52 PER CENT AND STAND NOW AT 1995 POINTS
COALspot.com: The BDI (Baltic Dry Index) rose 17.35 per cent week over week to 960 points on Friday mainly driven by the Capesize segment. The Cape ...
Friday, 18 September 15
SHIPPING AND THE FED RATE DECISION: FINANCING COSTS COULD RISE EVEN HIGHER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Regardless of the FED’s decision to raise rates, shipping stands to be influenced by the decision. Shipbroker Allied Shipbroking noted this w ...
Friday, 18 September 15
U.S. COAL PRODUCTION DECLINED 6.7 PER CENT W-W: EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.4 million shor ...
Thursday, 17 September 15
COALSPOT HAS LAUNCHED NEW THERMAL COAL INDICES FOR INDONESIAN COAL
COALspot.com has today launched real-time CS (i) Coal Indices.
The Indices represents 3800 kcal/kg GAR, 4200 kcal/kg GAR, 5000 kcal/kg GAR a ...
Thursday, 17 September 15
LOW DEMAND PUSH COAL SWAP DOWN
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and gain week over week.
The 4Q swap declined $ 1.77 (-4.17%) ...
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- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- MS Steel International - UAE
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Trasteel International SA, Italy
- SN Aboitiz Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
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