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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, 10 March 15
FOB NEWCASTLE COAL SWAPS HEADING SOUTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 0.24 per MT (-0.47%) month over month and US$ 1.52 (-2.93%) we ...
Tuesday, 10 March 15
CFR SOUTH CHINA POWER-STATION COAL SWAPS DECLINE
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery fell US$ 0.42 (-0.74%) per MT month over month and declined US$ 1.00 &nbs ...
Monday, 09 March 15
INDONESIA GREETS INDIA RATE CUT AS GOOD FOR EXPORTS - GLOBEASIA
Indonesian commodity producers and economists have hailed the Indian central bank’s rate cut as good for boosting exports from Southeast Asia ...
Monday, 09 March 15
CHINA'S SUPREME COURT ISSUES NEW JUDICIAL INTERPRETATION ON SHIP ARREST AND JUDICIAL SALE OF SHIPS - GARD
KNOWLEDGE TO ELEVATE
China is not traditionally a popular jurisdiction for ship arrest. However, Members and clients with ships calling at por ...
Monday, 09 March 15
CHINA'S IMPORTS - NEVER MORE IMPORTANT TO SHIPPING? - CLARKSONS
Over the last 15 years China has led maritime forecasters a right old dance. In 2002, rumours that Chinese iron ore imports were about to take off ...
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- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
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