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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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Thursday, 01 January 15
FOB RICHARDS BAY COAL SWAPS CLOSED AT $63.47 PMT ON 26 DEC, SGX DATA SHOWS
COALspot.com: API 4 FOB Richards Bay Coal for delivery Q1' 2015 lost month on month and week over week.
The Q1 swap has lost US$ 3.37 (-4. ...
Wednesday, 31 December 14
COASTAL ENERGEN (C&O) COMMENCES 1ST UNIT OF 1200 MW POWER PLANT IN INDIA
COALspot.com: Coastal Energen, part of the Coal & Oil Group, announced last week the commissioning and commencement of power production at the ...
Wednesday, 31 December 14
SUB-BIT INDONESIA COAL Q2' 15 DELIVERY SWAP CLOSED 1.03% LOWER COMPARED TO AVERAGE Q1' 15 DELIVERY PRICE - SGX
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 lost month on month and gained week over week.
The Q1 swap has lost US$ 1.35 (-2 ...
Tuesday, 30 December 14
SHIP PRICES KEEP ON FALLING, SALES COME EARLY FOR SHIP OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Ship prices keep on falling on the back of low freight rates. According to the latest report from shipbroker Allied Shipbroking, January sales seem ...
Tuesday, 30 December 14
INDIA INC TO BENEFIT AS IMPORTED COAL PRICES SET TO FALL - RAHUL PRITHIANI
The Hindu: India‘s coal import volumes are set to rise by over 30 per cent over the next two years to 214 million tonnes in 2015-16, as domes ...
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- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- VISA Power Limited - India
- Ministry of Mines - Canada
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
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