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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, 08 June 15
SHIPPING FLEET GROWTH HAS STARTED TO SLOW DOWN, AS NEWBUILDINGS AMOUNT TO JUST 329 SHIPS OF ALL TYPES SINCE THE START OF 2015 - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Challenging market conditions have led to the inevitable reconsideration of ship owners’ priorities. Uncertainty has been the norm over the p ...
Monday, 08 June 15
API 5 FOB NEWCASTLE COAL SWAPS ADVANCED M-O-M AND W-O-W
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery increased US$ 0.65 per MT (1.44%) month over month to US$ 45.65 per mt. The ...
Monday, 08 June 15
Q3'15 CFR SOUTH CHINA COAL SWAP ADVANCED 3.51% TO $52.48 PMT THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery rose US$ 1.78 (3.51%) per MT month over month.
A commodity swap is a ...
Sunday, 07 June 15
PANAMAX INDEX ROSE OVER 13% THIS WEEK
COALspot.com: The freight market was up on all segments this past week. The BDI was advanced 3.56% and closed at 610 points. The Cape Index was cli ...
Friday, 05 June 15
U.S PRODUCED 15.1 MMST OF COAL THIS PAST WEEK; LESS 20.7% COMPARED TO SAME PERIOD IN 2014
COALspot.com – United States the second largest coal producer in the world has produced approximately totalled an estimated 15.1 million shor ...
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- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Posco Energy - South Korea
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Coalindo Energy - Indonesia
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Eastern Energy - Thailand
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
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