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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, 12 November 14
PANAMAX: WITNESSED A FAIRLY STABLE MARKET IN THE ATLANTIC
COALspot.com: Despite the fact that the Dry Bulk market noted another weekly increase, clouds of uncertainty returned mid-week onwards, as the mini ...
Wednesday, 12 November 14
SHIPPING MARKET INSIGHT - CHRISTOPHER T. WHITTY
COALspot.com: The fight continues between the low-cost iron ore producers and the big three: Vale, Rio Tinto and BHP Billiton. We are moving into a ...
Tuesday, 11 November 14
FACING CHALLENGES AND MEETING OPPORTUNITIES - INTERNATIONAL EPC CONFERENCE & EXHIBITION
Press Release: SKYCONNECTION and TRANSEVENT, which is fully supported by the Institution of Engineers Indonesia and Ministry of Industry of the Rep ...
Tuesday, 11 November 14
NEWCASTLE COAL SWAP CLOSED AT $ 52.65 FOR Q1' 15 DELIVERY
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery decreased US$ 2.83 (-5.10%) month over month and US$ 1.35 (-2.50%) week ove ...
Tuesday, 11 November 14
PORT OF NEWCASTLE'S OCTOBER COAL SHIPMENTS SLIPPED 7.40% M-O-M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1,115.7 mil ...
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- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Karbindo Abesyapradhi - Indoneisa
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- The University of Queensland
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- The Treasury - Australian Government
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- White Energy Company Limited
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Planning Commission, India
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Australian Coal Association
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- The State Trading Corporation of India Ltd
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Salva Resources Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
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