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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, 21 April 15
SUB-BIT FOB INDONESIA COAL SWAP: GAINED W-O-W; DECLINED M-O-M
COALspot.com: Indonesian coal swap for delivery Q2 2015 gained week over week and declined month on month.
The Q2 swap was declined US$ 1.75 ( ...
Tuesday, 21 April 15
FOB RICHARDS BAY COAL SWAP MOVE UP SLIGHTLY
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 increased slightly month over month.
The Q2 swap has increased US$ 0.2 ...
Monday, 20 April 15
BUKIT ASAM TAKES OVER STAKE IN JV FROM RAJAWALI - JP
State-owned coal miner PT Bukit Asam (PTBA) announced Friday that it had taken over almost the entire stake in a joint venture (JV) that it created ...
Monday, 20 April 15
FOB NEWCASTLE COAL SWAP GAINED WEEK ON WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 3.54 per MT (-7.21%) month over month and gained US$ 0.30 week ...
Monday, 20 April 15
Q4' 2015 API 8 CFR SOUTH CHINA COAL SWAP CLOSED US$ 50.28 PMT
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 4.03 (-7.28%) per MT month over month and US$ 0.05 (-0 ...
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- Alfred C Toepfer International GmbH - Germany
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- PowerSource Philippines DevCo
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Australian Coal Association
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Bulk Trading Sa - Switzerland
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- The University of Queensland
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Larsen & Toubro Limited - India
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
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