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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, 30 June 15
Q1'16 FOB INDONESIA COAL SWAP CLOSED $ 43.45 PER MT
COALspot.com: Indonesian coal swap for delivery Q3 2015 declined month on month and flat week over week, this past week.
The Q3 swap was decli ...
Monday, 29 June 15
CFR SOUTH CHINA COAL SWAPS UP SLIGHTLY MONTH OVER MONTH
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery rose US$ 0.57 (1.11%) per MT month over month.
A commodity swap is a ...
Monday, 29 June 15
FOB NEWCASTLE COAL SWAP SLIGHTLY UP MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery up $ 0.49 per MT (1.08%) month over month to US$ 45.77 per mt. The swap was ...
Saturday, 27 June 15
THE FREIGHT MARKET WAS STEADY EARLIER IN THE WEEK; SOFTEN INTO WEEK'S END
COALspot.com: The freight market remain steady earlier in the week, but towards end of the week BDI and BCI shows some signs of softening.
The ...
Friday, 26 June 15
INDONESIA COAL PRODUCTION FALLS BETWEEN JAN-MAY : JG
The Ministry of Energy and Mineral Resources announced that coal production declined to 166 million tons between January and May, a 19 percent drop ...
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- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Economic Council, Georgia
- Global Business Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Wilmar Investment Holdings
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Mjunction Services Limited - India
- Kalimantan Lumbung Energi - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Planning Commission, India
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- Australian Coal Association
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Bayan Resources Tbk. - Indonesia
- VISA Power Limited - India
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
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