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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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Friday, 28 August 15
COAL PRODUCTION IN THE U.S. FOR THE WEEK ENDING AUGUST 22 ROSE FOR THE THIRD STRAIGHT WEEK
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 18.5 million shor ...
Friday, 28 August 15
BANPU STRENGTHENS GROWTH PLAN
Coal Business: Asia-Pacific Synergies Increase Competitiveness for Premium Export Market.
Banpu Public Company Limited (BANPU) strengthens its ...
Thursday, 27 August 15
RATES FOR CAPES REMAINED ON A FREE FALL LAST WEEK - INTERMODAL
COALspot.com: Keeping everyone on their toes with the volatility seen in August, the Dry Bulk market undoubtedly remains a steady provider of chall ...
Wednesday, 26 August 15
MARKET INSIGHT - STRATOS TINIAKOS
It’s always interesting to comment on the market when big economies around the world are facing troubling times. Following the collapse of th ...
Wednesday, 26 August 15
2Q'16 FOB INDONESIA COAL SWAP FALLS NEARLY 4.76 PER CENT M-O-M
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and week over week.
The 4Q swap was declined $ 2.20 (-5.13%) p ...
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- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Minerals Council of Australia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- The University of Queensland
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Georgia Ports Authority, United States
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Chettinad Cement Corporation Ltd - India
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- MS Steel International - UAE
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Australian Coal Association
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- PTC India Limited - India
- Petron Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wood Mackenzie - Singapore
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