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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, 03 August 15
NEWCASTLE COAL SWAPS DECLINE FURTHER THIS PAST WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for 4Q’ 2015 delivery down $ 1.92 per MT (-4.22%) month over month to US$ 43.58 per mt. The swap ...
Monday, 03 August 15
CFR SOUTH CHINA COAL SWAPS SLIDE THIS WEEK
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined US$ 1.64 (3.14%) per MT month over month.
A commodity swap ...
Sunday, 02 August 15
CAPESIZE RATES PUSH BDI UPWARD
COALspot.com: The freight market was buoyant this week as BDI rose 4.14 pct to 1131 points. The cape index was also increased 16.50 pct 2209 points ...
Saturday, 01 August 15
DRY BULK MARKET KEEPS ITS MOMENTUM, AS OUTLOOK IMPROVES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Although conditions remain more than challenging, especially from an economic point of view (aka China’s stock worries), the dry bulk market ...
Friday, 31 July 15
CAPE'S PAPER MARKET REMAINS FIRM - INTERMODAL
COALspot.com: The positive sentiment that the Dry Bulk market has been enjoying as of the previous month, was carried through last week as well, bu ...
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- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Planning Commission, India
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Central Electricity Authority - India
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- The University of Queensland
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Mjunction Services Limited - India
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