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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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Monday, 16 March 15
API 5 FOB NEWCASTLE COAL SWAPS: DECLINED
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 2.48 per MT (-4.77%) month over month and US$ 0.93 (-1.84%) we ...
Monday, 16 March 15
CFR SOUTH CHINA THERMAL COAL SWAP DECLINED 3.74% M-O-M
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 2.17 (-3.74%) per MT month over month and US$ 0.67 (-1 ...
Sunday, 15 March 15
BDI DECLINED LESSER THAN 1% WEEK OVER WEEK; INDO-INDIA FIRM
COALspot.com: The most of indices, including bulk dry index were falling this week. The BDI has been down by just 0.53 points and closing at 562 po ...
Saturday, 14 March 15
CAPESIZE DRY BULKERS TO AVERAGE BETWEEN $3,000 AND $9,000/DAY IN THE COMING WEEKS SAYS BIMCO
BIMCO issued its latest short-term estimates for the dry bulk market. For March/May: BIMCO assesses that the Capesize time charter (T/C) average ra ...
Friday, 13 March 15
U.S. COAL PRODUCTION UP 2.3% WEEK OVER WEEK
COALspot.com – United States the world's one of the largest coal producers, produced approximately 17.5 million short tons (mmst) of coal ...
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- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Minerals Council of Australia
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- The University of Queensland
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- VISA Power Limited - India
- Independent Power Producers Association of India
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
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