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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, 03 March 15
Q4' FOB INDONESIA COAL SWAP CLOSED 2% LOWER COMPARED TO Q2 CLOSING PRICE OF $ 47.47
COALspot.com: Indonesian coal swaps for delivery Q2' 2015 rose month on month and declined week over week.
The Q2 swap increased US$ 2.24 ...
Tuesday, 03 March 15
FOB RICHARDS BAY COAL SWAPS: Q2 UP 9.60%; Q3 UP 9.75% W-O-W
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 surge month over month and week on week.
The Q2 swap has soared US$ 5 ...
Monday, 02 March 15
CFR SOUTH CHINA COAL SWAP FOR Q2 DELIVERY REACHED $ 57.50 PMT W/E 27 FEB 2015
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery rose US$ 1.37 (+2.44%) per MT month over month and declined US$ 0.42 ...
Monday, 02 March 15
BORYEONG POWER PLANT OF KOMIPO TO IMPORT 140K OF SUB-BITUMINOUS COAL FOR Q2
COALspot.com - Korea Midland Power Co. Ltd. (KOMIPO) is inviting bids from coal producers, marketing companies, or traders to supply of 140,000 (70 ...
Monday, 02 March 15
FOB NEWCASTLE COAL SWAP ROSE 6.89% MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery rose US$ 3.35 per MT (+6.89%) month over month and US$ 0.40 (0.78%) week on ...
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- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Eastern Coal Council - USA
- Bhatia International Limited - India
- Videocon Industries ltd - India
- The University of Queensland
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Planning Commission, India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Aditya Birla Group - India
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
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