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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, 16 July 15
INDONESIA'S HBA HITS ALL-TIME LOW OF $59.16 PER METRIC TON IN JULY 2015
COALspot.com - The Director General of Mineral and Coal of Indonesia revised down Indonesian coal benchmark price once again to US$ 59.16 pe ...
Thursday, 16 July 15
FOB RICHARDS BAY COAL SWAPS DECLINE W-O-W, M-O-M
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$ ...
Wednesday, 15 July 15
WEEKLY SHIPPING MARKET INSIGHT - INTERMODAL
The last few weeks have been rather strenuous for Greece and China, each for their own reasons, affecting most markets around the world. In Greece ...
Wednesday, 15 July 15
IRAN OIL RECOVERY TO TAKE YEARS, BUT COULD START IN 2016 - FITCH
Iranian crude oil production is likely to increase in 2016 but will take a number of years to reach its previous peak, Fitch Ratings says.
The ...
Wednesday, 15 July 15
SAS TO BUILD 108 KM ROAD FOR COAL IN JAMBI, SAYS JAKARTA POST
Jambi Governor Hasan Basri Agus said on Sunday that mining company PT Sinar Anugerah Sukses (SAS) would develop a 108-kilometer road with a width o ...
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- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- Australian Coal Association
- Posco Energy - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
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