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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, 13 January 15
Q2 CFR SOUTH CHINA COAL SWAP DECLINED 8.66% M-O-M
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2015 delivery declined by US$ 3.48 (-5.73%) month over month and US$ 2.35 (-3.94%) week ...
Tuesday, 13 January 15
Q1' 2015 RICHARDS BAY COAL SWAP SLIGHTLY HIGHER THAN Q2 & Q4 2015 SWAPS
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q1' 2015 lost month on month and week over week.
The Q1 swap has lost US$ 7.21 ...
Monday, 12 January 15
COAL: LOW PRICES ARE EXPECTED TO DRIVE A SUPPLY-DRIVEN RECOVERY IN THE MEDIUM TERM - SGX
COALspot.com: Thermal coal prices dropped to six-year lows in 2014 driven by persistent oversupply, SGX says in its “ Commodities 2014 - A ye ...
Monday, 12 January 15
FREIGHT MARKET: 2015 FLEET SUPPLY GROWTH IS EXPECTED TO REMAIN SLIGHTLY AHEAD OF CARGO GROWTH - SGX
COALspot.com: The dry bulk freight market was forced to digest a number of negatives in 2014 leading the Baltic Dry Index to fall 66% through the y ...
Monday, 12 January 15
SHIPPING - CHALLENGES AND RESOLUTIONS - EVA TZIMA
Last year has without a doubt been another challenging one both for both our industry and our country. As Greece is currently dominated by election ...
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- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Kapuas Tunggal Persada - Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Australian Coal Association
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Economic Council, Georgia
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Trasteel International SA, Italy
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