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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, 17 August 15
CFR SOUTH CHINA COAL SWAPS CONTINUE TO HEAD SOUTH
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined just US cents 40 (1.05%) per MT month over month.
A commodi ...
Sunday, 16 August 15
INDONESIA TO INDIA FREIGHT RATES ARE EXPECTED TO STEADY NEXT WEEK
COALspot.com: The BDI softened 12.08 per cent to 1055 points this week due to weakening of cape index which was fell 25 per cent week over week to ...
Friday, 14 August 15
FOB INDONESIA COAL SWAP SHOWING NO MOVEMENT THIS PAST WEEK
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and week over week, this past week.
The 4Q swap was declined $ ...
Friday, 14 August 15
U.S. COAL PRODUCTION UP 2.9 PER CENT THIS WEEK
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 18.2 million shor ...
Friday, 14 August 15
CONDITIONS AND COMPLEXITIES IN A TRIPARTITE AGREEMENT: BE SPECIFIC! - INCE & CO
KNOWLEDGE TO ELEVATE
A tripartite agreement reached between the Owners, the Shippers and the Receivers provided that demurrage be paid to the ...
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- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- The University of Queensland
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- VISA Power Limited - India
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Bukit Baiduri Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Planning Commission, India
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Carbofer General Trading SA - India
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