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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, 08 December 14
GOVERMENT TO WITHDRAW CNC STATUS OVER SUSPECTED FLAWS - THE JAKARTA POST
The Energy and Mineral Resources Ministry’s directorate general for mineral and coal plans to review the clean and clear (CnC) status held by ...
Monday, 08 December 14
FOB NEWCASTLE COAL SWAPS SLIP W-O-W AND M-O-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery closed at US$ 52.10 on 5 December after losing US$ 0.55 (-1.04%) month over ...
Sunday, 07 December 14
SUPRAMAX S8 ROUTE SLIGHTLY INCREASED WEEK ON WEEK
COALspot.com: The BDI continued its fall as cape index fell heavily week on week.
The BDI lost around14.83 pct within last five working day an ...
Saturday, 06 December 14
TANKER FLOATING STORAGE PLAYS COULD COME INTO PLAY IF VLCC RATES STAY AT CURRENT LEVEL - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Contango: A phenomenon in commodities futures price curves where the delivery price of a futures contract is greater than the current price. With t ...
Saturday, 06 December 14
MUNDRA PORT MAKES HISTORY BY HANDLING THE LARGEST BULK CARRIER TO CALL ON WEST COAST OF INDIA
COALspot.com: Adani Ports & SEZ Ltd, India’s largest port developer and part of Adani Group, yesterday said its Mundra Port successf ...
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- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Coal and Oil Company - UAE
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Bhushan Steel Limited - India
- Australian Coal Association
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Attock Cement Pakistan Limited
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- ICICI Bank Limited - India
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
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