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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, 17 March 15
GAS TO CHALLENGE COAL IN THE ASIAN POWER GENERATION MIX - WOOD MACKENZIE
KNOWLEDGE TO ELEVATE
Wood Mackenzie says that coal is facing increasing competition from gas in the power sector. Coal has dominated as the fu ...
Tuesday, 17 March 15
RIO TINTO PAID US$ 7.1 BILLION IN TAXES IN 2014
COALspot.com: Rio Tinto has published its latest Taxes paid report, detailing the US$7.1 billion in taxes paid by the company around the world in 2 ...
Tuesday, 17 March 15
NEARLY 17% OF US COAL PRODUCTION UNECONOMIC AT CURRENT MARKET PRICING - WOOD MACKENZIE
COALspot.com: Close to 17% of forecast 2015 US coal production is at risk of idling or closure, totalling 162 million short tons (Mst), as these mi ...
Tuesday, 17 March 15
Q3' SA COAL SWAP CLOSED $57.30 PMT W/E 13 MARCH
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 declined month over month and gained week on week.
The Q2 swap has fe ...
Monday, 16 March 15
MAKING THE WORLD GO ROUND - SEABORNE TRADE! - CLARKSONS
Money, or even love if you prefer, are claimed to make the world go round. For the shipping world, however, it’s trade that sets things spinn ...
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- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Madhucon Powers Ltd - India
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Planning Commission, India
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Marubeni Corporation - India
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Australian Coal Association
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Central Java Power - Indonesia
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
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