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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, 09 July 15
LACK OF FRESH BUSINESS IN THE PACIFIC LEFT CAPESIZE RATES MOVING SIDEWAYS - INTERMODAL
COALspot.com: Intermodal ship broker says in its weekly report that, a different picture from what we saw the previous week was painted during the ...
Wednesday, 08 July 15
RIO TINTO'S MODERNISED KITIMAT SMELTER BEGINS PRODUCTION; KITIMAT BECOMING ONE OF THE LOWEST COST SMELTERS IN THE WORLD
COALspot.com: Rio Tinto is preparing its first shipments of metal from its world-class Kitimat aluminium smelter in Canada following an extensive m ...
Wednesday, 08 July 15
Q3'15 INDONESIA COAL SWAP DECLINED 3.14% MONTH OVER MONTH
COALspot.com: Indonesian coal swap for delivery Q3 2015 declined month on month and week over week, this past week.
The Q3 swap was declined $ ...
Tuesday, 07 July 15
FOB RICHARDS BAY COAL SWAPS DECLINED WEEK OVER WEEK
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$ ...
Tuesday, 07 July 15
FOB NEWCASTLE COAL SWAP ADVANCED MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery up $ 0.28 per MT (-0.61%) month over month to US$ 45.85 per mt. The swap wa ...
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- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Petron Corporation, Philippines
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Planning Commission, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- The Treasury - Australian Government
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- The University of Queensland
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- IEA Clean Coal Centre - UK
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