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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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Wednesday, 17 June 15
PANAMAX RATE AVERAGED $22.82 PMT IN THE FIRST 10 DAYS OF JUNE FOR THE GRAIN ROUTE FROM SANTOS, BRAZIL, TO QINGDAO, CHINA - INTERMODAL
This year, Brazil will be exporting a record 96 million tons of soybean crop and starting in August the country will begin shipping a second corn c ...
Tuesday, 16 June 15
MERS: POTENTIAL CHARTERPARTY IMPLICATIONS - CLYDE & CO
KNOWLEDGE TO ELEVATE
South Korea's current outbreak of Middle East Respiratory Syndrome (MERS) has been the focus of much international at ...
Tuesday, 16 June 15
Q3 FOB INDONESIA COAL SWAP PRICE DOWN 50 CENTS OVER PAST WEEK
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains month on month but declined week over week, this past week.
The Q3 swap was clim ...
Tuesday, 16 June 15
FOB RICHARDS BAY COAL SWAPS: PRICES MOVED UP ON THE WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 rose month over month and week over week.
The Q3 swap was up US$ 1.70 ...
Monday, 15 June 15
API 5 FOB NEWCASTLE COAL SWAP: Q1'16 DELIVERY CLOSED 1.14% LOWER THAN Q4'15 DELIVERY PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery up $ 1.10 per MT (2.47%) month over month to US$ 45.67 per mt. The swap ...
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- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Australian Coal Association
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- The University of Queensland
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- Maharashtra Electricity Regulatory Commission - India
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