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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, 13 August 15
THE RATES FOR CAPES KEPT RALLYING LAST WEEK - INTERMODAL
COALspot.com: Strong Capesize performance kept supporting the Dry Bulk market last week, which noted another positive weekly closing, while rates f ...
Thursday, 13 August 15
FOB RICHARDS BAY COAL SWAPS CONTINUE FALLING
COALspot.com: API4 FOB Richards Bay Coal swap for delivery 4Q' 2015 declined month over month and week over week.
The 4Q swap was down US$ ...
Wednesday, 12 August 15
DRY BULK MARKET: WITHOUT A DOUBT REACHED HEALTHIER LEVEL
A few weeks before the end of the summer season, the BDI is hovering around 1,200 points, providing some much needed optimism to all Dry Bulk marke ...
Wednesday, 12 August 15
REGULATION CURBS POWER OF LOCAL AUTHORITIES IN MINING SECTOR IN INDONESIA - FLORENCE G. SANTOSO
The Indonesian Government appears to be getting serious about stripping Regents of the authority to issue mining licenses. The Government took the ...
Wednesday, 12 August 15
FOB NEWCASTLE COAL SWAP FLAT WEEK OVER WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for 4Q’ 2015 delivery down $ 0.98 per MT (-2.20%) month over month to US$ 43.65 per mt. The swap ...
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- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Planning Commission, India
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- IHS Mccloskey Coal Group - USA
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
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