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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, 07 January 15
2015 IS RIDDLED WITH CHALLENGES FOR THE SHIPPING SECTOR, MOST NOTABLY THE DRY BULK MARKET - HELLENIC SHIPPING NEWS
As the new year has now set foot for real, many are still looking to detect what’s in store for the various shipping markets, with the first ...
Tuesday, 06 January 15
SHIPPING MUST ADOPT CAN-DO ATTITUDE IN 2015 - MOORE STEPHENS
Shipping needs to adopt a can-do attitude in order to successfully meet the challenges which are likely to come its way in 2015.
Shipping part ...
Tuesday, 06 January 15
Q4' 15 FOB INDONESIA COAL SWAP CLOSED 1.81% HIGHER COMPARED TO Q1' 15 CLOSING
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 lost month on month and week over week.
The Q1 swap has lost US$ 0.74 (-1.51%) m ...
Tuesday, 06 January 15
FOB RICHARDS BAY COAL SWAPS LOST W-O-W AND M-O-M, SGX DATA SHOWS
COALspot.com: API 4 FOB Richards Bay Coal for delivery Q1' 2015 lost month on month and week over week.
The Q1 swap has lost US$ 3.52 (-5. ...
Monday, 05 January 15
CFR SOUTH CHINA COAL SWAPS GAINED WEEK OVER WEEK, SGX DATA SHOWS
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2015 delivery has decreased by US$ 2.50 (-4.02%) month over month and gained US$ 0.20 ( ...
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- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Global Business Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- ASAPP Information Group - India
- PTC India Limited - India
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
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