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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, 19 March 15
INDONESIAN COAL BENCHMARK SOAR 7.69% IN MARCH....!!!
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised up Indonesian coal benchmark prices to US$ 67.76 per MT in March ...
Wednesday, 18 March 15
AVERAGE RATE FOR CAPES MOVED TO BELOW $ 4K/DAY LAST WEEK - INTERMODAL
COALspot.com: The even heavier losses noted in the Capesize segment last week, denied the Dry Bulk market a third weekly positive, while the smalle ...
Wednesday, 18 March 15
PARKING THE CAPES - LINOS KOGEVINAS
It is no secret that recent times have been anything but kind towards shipping, and no sector has suffered more lately than the dry bulk one. While ...
Wednesday, 18 March 15
CHINA-OWNED SHIPS: A RAPID RISE TO BECOME ONE OF THE WORLD'S LARGEST FLEETS - RICHARD SCOTT
Ships operated by owners based in China have become increasingly prominent on the world’s sea routes. China-owned container ships, bulk carri ...
Wednesday, 18 March 15
Q2 INDONESIAN COAL SWAP DROP 1.45% M-O-M; GAIN 0.63% W-O-W
COALspot.com: Indonesian coal swaps for delivery Q2' 2015 drop month on month and gained week over week.
The Q2 swap fell US$ 0.70 (1.45%) ...
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- Parliament of New Zealand
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Planning Commission, India
- ICICI Bank Limited - India
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Australian Coal Association
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Globalindo Alam Lestari - Indonesia
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
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