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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, 26 May 15
FOB INDONESIA COAL SWAP; UP WEEK OVER WEEK
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains week over week and lost month on month, this past week.
The Q3 swap was declined ...
Monday, 25 May 15
FOB NEWCASTLE COAL SWAP Q1'16 CLOSED LOWER THAN Q3'15 CLOSING
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.92 per MT (2.07%) month over month and US$ 0.70 week on week. ...
Monday, 25 May 15
CFR SOUTH CHINA COAL SWAP : Q3, Q4'15 & Q1'16 INCREASED M-O-M AND W-O-W
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.55 (3.09%) per MT month over month and US$ 0.72 (1.41%) pe ...
Sunday, 24 May 15
INDONESIA TO INDIA PANAMAX CHARTER RATES WERE RATING AT AROUND US$ 5500
COALspot.com: The freight market softened in all segments this past week.
The BDI was dropped 7.57 percent week over week and closed at 586 po ...
Friday, 22 May 15
FOB INDONESIA COAL Q3'15 SWAP FINISHED THE WEEK UP 38 CENTS TO $43.65 PER MT
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains week over week and lost month on month, past week.
The Q3 swap was declined US$ ...
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- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- CNBM International Corporation - China
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Deloitte Consulting - India
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Rio Tinto Coal - Australia
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