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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, 31 July 15
COAL PRODUCTION IN THE U.S. UP 3.6% FOR THE WEEK ENDING JULY 25
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.8 million shor ...
Friday, 31 July 15
CHINA'S NEW OIL IMPORT RULES HAVE MINIMAL IMPACT ON STATUS QUO - FITCH
Fitch Ratings says that China's looser criteria for crude oil import rights are a positive but modest step towards encouraging private-sector p ...
Thursday, 30 July 15
EFFECTS OF THE CHINESE STOCK MARKET CRISIS - INTERMODAL
All evidence is currently signaling that the Chinese stock market will be the newest hurdle for the global economy. With the world's second lar ...
Wednesday, 29 July 15
Q1'16 FOB INDONESIA COAL SWAP CLOSED HIGHER THAN Q3'15
COALspot.com: Indonesian coal swap for delivery Q3 2015 declined month on month and gains week over week, this past week.
The Q3 swap was decl ...
Wednesday, 29 July 15
Q4' 15 FOB RICHARDS BAY COAL SWAPS DECLINE 4.41% TO $56.52 PMT
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 declined month over month and week over week.
The Q3 swap was down US$ ...
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- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- The University of Queensland
- Aditya Birla Group - India
- Posco Energy - South Korea
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
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