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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 February 15
SUB-BIT FOB INDONESIA COAL SWAP ADVANCES 3.79% WEEK ON WEEK
COALspot.com: Indonesian coal swaps for delivery Q2' 2015 rose week over week and month on month.
The Q2 swap up US$ 0.85 (+1.81%) month o ...
Tuesday, 10 February 15
FOB NEWCASTLE COAL SWAPS SURGE WEEK OVER WEEK, RAISING HOPES?
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery rose US$ 0.95 per MT (+1.91%) week over week and declined US$ 0.06 (-0.12%) ...
Monday, 09 February 15
AUSTRALIAN COAL PRODUCERS BEST POSITIONED IN OVERSUPPLIED MARKET; US MINES MOST AT RISK - WOOD MACKENZIE
In a 2015 global coal outlook report, Wood Mackenzie says that Australia and Indonesian coal suppliers will see some upside in the difficult months ...
Monday, 09 February 15
FOB RICHARDS BAY COAL SWAP GAINS 3.65% TO ONE-MONTH HIGH
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 surge month over month and day on day.
The Q2 swap has soared US$ 2.1 ...
Monday, 09 February 15
Q2' CFR SOUTH CHINA COAL SWAP DECLINED 3.28% TO $ 56.92 W-O-W
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 1.93 (-3.28%) per MT month over month and US$ 0.10 (-0 ...
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- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Eastern Energy - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Marubeni Corporation - India
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
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