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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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Monday, 02 February 15
API 8 CFR SOUTH CHINA COAL SWAP PICKS UP W-O-W
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2015 delivery declined US$ 0.81 (-1.36%) per MT month over month and gained US$ 0.18&nb ...
Monday, 02 February 15
SOUTH KOREA'S KOMIPO INVITES BIDS FOR 280K MT OF SUB-BITUMINOUS COAL
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender to buy total 280,000 MT of Sub-bituminous coal coa ...
Sunday, 01 February 15
INDONESIA-TO-INDIA COAL FREIGHT RATES REMAIN WEAK NEXT WEEK
COALspot.com: The BDI continued its fall reached lowest levels since 1986 this week.
The BDI declined 15.55 pct to 608 points on Friday 30, Ja ...
Friday, 30 January 15
CONTANGO AND TANKERS - SKULD
KNOWLEDGE TO ELEVATE
Like an invitation to a dance, the word contango may have some people flustered, but for tanker owners this market phenome ...
Friday, 30 January 15
U.S. YEAR-TO-DATE COAL PRODUCTION REACHED 65.7 MMST
COALspot.com – United States the world's one of the largest coal producers, produced approximately 19.9 million short tons (mmst) of coal ...
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- Larsen & Toubro Limited - India
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- VISA Power Limited - India
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- The University of Queensland
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Australian Coal Association
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Videocon Industries ltd - India
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