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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, 06 July 15
KOREA MIDLAND POWER COMPANY LIMITED ISSUED A TENDER FOR 250K MT BITUMINOUS COAL
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender for 250K Metric Tons (MT) of 5300 kcal/kg NAR coal ...
Monday, 06 July 15
COAL TRADING & RISK MANAGEMENT TRAINING COURSE
Are you ready to invest in yourself and take your trading and risk management strategy to the next level? The Coal Trading & Risk Management Tr ...
Monday, 06 July 15
CFR SOUTH CHINA COAL SWAP; DECLINED D-O-D,W-O-W AND M-O-M
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.53 (1.01%) per MT month over month.
A commodity swap ...
Sunday, 05 July 15
THE BALTIC DRY INDEX WAS DOWN 18%; PANAMAX UP 9%
COALspot.com: The freight market was soft during this week. However indices closed slightly firmer end of the week on 3rd July.
The BDI was do ...
Friday, 03 July 15
U.S DELIVERS WEAK FIRST HALF COAL PRODUCTION; 8.8% LOWER Y-O-Y
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 15.5 million short ...
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- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Aditya Birla Group - India
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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