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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 February 15
Q2' FOB RICHARDS BAY COAL SWAP CLOSED AT $63.45; $ 1.85 HIGHER COMPARED TO Q4 CLOSING
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 surge month over month, week on week and day on day.
The Q2 swap has ...
Monday, 16 February 15
COAL MINING SLUMP A BLESSING IN DISGUISE - THE JAKARTA POST
The growth of the coal-mining industry, which has diminished in the last two years, is expected to slump even further this year following weakening ...
Monday, 16 February 15
FOB NEWCASTLE COAL SWAPS SURGE WEEK ON WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery rose US$ 1.31 per MT (+2.59%) week over week and US$ 4.35 (+9.13%) month on ...
Monday, 16 February 15
Q2' 15 - CFR SOUTH CHINA COAL SWAP ROSE 5.22% M-O-M
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery rose US$ 2.88 (+5.22%) per MT month over month and US$ 1.08 (+1.90% ...
Sunday, 15 February 15
BALTIC DRY INDEX CONTINUALLY DIPPED IN RED
COALspot.com: The Baltic Dry Index continues its decline and fell 5.18 pct to 530 points week on week due to falling commodity prices and declining ...
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- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- Bhoruka Overseas - Indonesia
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Australian Coal Association
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- The University of Queensland
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Uttam Galva Steels Limited - India
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- White Energy Company Limited
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