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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, 04 June 15
DRY BULK MARKET FAILED TO OFFER ANY POSITIVE SURPRISES - INTERMODAL
COALspot.com: This has been another week that the Dry Bulk market failed to offer any positive surprises, while the BDI, which is still faring belo ...
Wednesday, 03 June 15
SHIPPING MARKET INSIGHT - VASSILIS LOGOTHETIS
For some time now the Dry Bulk market has been severely affected by China’s slowing GDP growth rate that occurs in the background of increase ...
Tuesday, 02 June 15
FOB INDONESIA COAL Q3 SWAP ADVANCED 1.73% MONTH OVER MONTH
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains month on month and lost week over week, this past week.
The Q3 swap was climbed ...
Tuesday, 02 June 15
FOB RICHARDS BAY COAL SWAPS; Q3'15 CLOSED HIGHER THAN Q1'16
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 up month over month and week over week.
The Q3 swap was up US$ 0.80 (1 ...
Monday, 01 June 15
35,000 MW POWER PLANTS TO BOOST COAL CONSUMPTION - JP
The government’s program to develop 35,000 megawatt (MW) power plants will increase domestic coal consumption, which currently stands at arou ...
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- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- The University of Queensland
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Tamil Nadu electricity Board
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
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