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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, 16 December 14
THIS PRICE IS A STEAL - EVA TZIMA
COALspot.com: Despite concerns that the slowdown of the Chinese economy would affect imports of iron ore, it seems that this has not been the case ...
Tuesday, 16 December 14
FOB RICHARDS BAY COAL SWAP FOR Q2' 15 DELIVERY CLOSED AT US$ 65.60 PMT
COALspot.com: API 4 FOB Richards Bay Coal for delivery Q1' 2015 lost month on month.
The Q1 swap has lost US$ 0.18 (-0.27%) month on month ...
Tuesday, 16 December 14
SUB-BIT FOB INDONESIA COAL SWAP CONTINUES ITS FALL
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 lost month on month, week over week and day on day.
The Q1 swap has lost US$ 1.7 ...
Monday, 15 December 14
WILL TANKERS BENEFIT FROM REEMERGENCE OF FLOATING STORAGE PLAYS? - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The tanker market has been seeing high freight rates for some time now, riding on the back of low oil prices, which are boosting demand from develo ...
Monday, 15 December 14
INDONESIAN COAL PRICE REFERENCE CRASHES THROUGH $65
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in December. HBA for t ...
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- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Metalloyd Limited - United Kingdom
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- India Bulls Power Limited - India
- Australian Coal Association
- Bharathi Cement Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Planning Commission, India
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- White Energy Company Limited
- Minerals Council of Australia
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
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