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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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Wednesday, 04 February 15
MARKET INSIGHT - LINOS KOGEVINAS
It has been just about over 2 months since, in a move that surprised many and caused widespread apprehension, OPEC decided to maintain its producti ...
Tuesday, 03 February 15
Q1'15 FOB INDONESIA COAL SWAP CLOSED $ 3.29 HIGHER COMPARED TO Q4'15 DELIVERY PRICE
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 rose week over week and month on month.
The Q1 swap up US$ 0.68 (+1.41%) month o ...
Tuesday, 03 February 15
FOB NEWCASTLE COAL SWAP FOR Q4 DELIVERY CLOSED 5.86% LOWER THAN Q1 PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery rose US$ 0.26 per MT (+0.51%) week over week and declined US$ 0.02 (-0.04%) ...
Monday, 02 February 15
API 4 FOB RICHARDS BAY COAL SWAP ROSE WEEK OVER WEEK
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q1' 2015 declined month over month and day on day.
The Q1 swap has decli ...
Monday, 02 February 15
INDONESIA'S ADARO ENERGY PRODUCED 56.21 MILLION TONNES OF COAL IN 2014; UP 8% Y-O-Y
COALspot.com: PT. Adaro Energy, Indonesia’s largest coal producer, has increased coal production by 8% to 56.21 million tonnes (Mt) from both ...
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- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Economic Council, Georgia
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Coalindo Energy - Indonesia
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- Lanco Infratech Ltd - India
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Indonesian Coal Mining Association
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
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