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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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Tuesday, 28 July 15
INDONESIA DELAYS PLAN TO RAISE COAL ROYALTIES AMID PLUNGING PRICE - JP
The government will postpone a plan to increase royalty payments from coal miners as they are already burdened with the commodity’s plunging ...
Tuesday, 28 July 15
API 5 FOB NEWCASTLE COAL SWAP LOST M-M AND GAINED W-W
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery down $ 1.15 per MT (-2.51%) month over month to US$ 44.62 per mt. The swap ...
Monday, 27 July 15
KOMIPO INVITES BIDS FOR TOTAL 545,000 MT OF COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender to purchase total 545,000 Metric Tons (MT) of coal ...
Monday, 27 July 15
CFR SOUTH CHINA COAL SWAP WEAK M/M; FIRM W/W
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.92 (1.77%) per MT month over month.
A commodity swap ...
Sunday, 26 July 15
INDO-INDIA OCEAN COAL FREIGHT RATES REMAIN STEADY
COALspot.com: The freight market continued lost steam towards end of the week and all indices were showing downward trend.
The BDI was up by 3 ...
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- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- The University of Queensland
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- ASAPP Information Group - India
- Eastern Energy - Thailand
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Romanian Commodities Exchange
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Australian Coal Association
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
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