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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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Wednesday, 05 August 15
COAL CONSUMPTION POSTED THE STRONGEST GROWTH AMONG THE FOSSIL ENERGY SOURCES IN 2014 - VDKI
Coal 2014: again the world's fastest-growing primary energy source and an indispensable asset for the success of the energy turnaround.
Ac ...
Wednesday, 05 August 15
FOB INDONESIA THERMAL COAL SWAPS FALL
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 $ ...
Wednesday, 05 August 15
DRY BULKER PRICES START TO FIRM UP AS MARKET SENTIMENT IMPROVES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Market pessimism in the dry bulk industry, a trend which had established itself over the course of the year, has started to fade away over the past ...
Tuesday, 04 August 15
FOB RICHARDS BAY COAL SWAPS CONTINUE TO FALL DUE TO SLIDING DEMAND
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$ ...
Tuesday, 04 August 15
SHIPPING CYCLES - A CHESS GAME YOU DON'T WANT TO LOSE - CLARKSONS
Ingmar Bergman’s classic movie The Seventh Seal is about a knight who, during the Black Death, challenges Death to a chess match, in the hope ...
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- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- The University of Queensland
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Grasim Industreis Ltd - India
- Orica Mining Services - Indonesia
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Trasteel International SA, Italy
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
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