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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, 24 March 15
RICHARDS BAY COAL SWAP FOR DELIVERY Q2 CLOSED $ 1.87 HIGHER COMPARED TO Q3 CLOSING PRICE
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 declined month over month and week on week.
The Q2 swap has dropped U ...
Tuesday, 24 March 15
ARGUS MEDITERRANEAN SOLID FUELS 2015 CONFERENCE | 2-3 JUNE, ISTANBUL
Press Release: Argus Media is proud to announce Argus Mediterranean Solid Fuels, which will be held in Istanbul,on 2-3February.
Argus produces ...
Monday, 23 March 15
IS OIL GETTING READY TO PLUNGE BELOW $40? - FORBES
KNOWLEDGE TO ELEVATE
In my last crude oil market update in late-February, I expressed my skepticism toward the oil price rebound. Since then, ...
Monday, 23 March 15
Q4' 2015 FOB NEWCASTLE COAL SWAPS DECLINED 6.79% M-O-M; 2.55% W-O-W
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 3.42 per MT (-6.33%) month over month and US$ 1.37 (-2.77%) we ...
Monday, 23 March 15
CFR SOUTH CHINA COAL SWAP: Q3 DELIVERY HAS FALLEN 7.93% MONTH-ON-MONTH
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 4.09 (-7.06%) per MT month over month and US$ 2.00 (-3 ...
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- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- MS Steel International - UAE
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- GMR Energy Limited - India
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Minerals Council of Australia
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Australian Coal Association
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
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