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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, 17 November 14
INDONESIAN COAL PRICE REFERENCE CONTINUES FREE FALL; SLUMPS TO 69-MONTH LOW
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in November. HBA for t ...
Monday, 17 November 14
API 5 FOB NEWCASTLE COAL SWAP FOR Q1' 15 DELIVERY CLOSED AT $ 52.75
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery has decreased US$ 1.77 (-3.25%) month over month and US$ 0.02 (-0.04%) day ...
Monday, 17 November 14
SOUTH CHINA COAL SWAP SLIGHTLY INCREASED WEEK OVER WEEK
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2015 delivery has decreased US$ 1.73 (-2.67%) month over month and US$ 0.10 (-0.16%) da ...
Sunday, 16 November 14
THE BDI LOST 12.59% WEEK ON WEEK; THE BCI LOST 19.95%
COALspot.com: The BDI fell 12.59 percent to 1256 point week on week on Friday 14 November. All the segments were also most down this week. The cape ...
Friday, 14 November 14
U.S. WEEKLY COAL OUTPUT SLIPS SLIGHTLY WEEK ENDING NOVEMBER 08
COALspot.com – United States the world's one of the largest coal producers, produced approximately 18.9 million short tons (mmst) of coal ...
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- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- ASAPP Information Group - India
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Australian Coal Association
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
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