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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, 04 November 14
FOB NEWCASTLE COAL SWAPS GAINED WEEK OVER WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2014 delivery decreased US$ 1.09 (-1.99%) month over month and increased US$ 0.31 (+0.58% ...
Monday, 03 November 14
ADARO PRODUCED 41.90MT OF COAL FOR FIRST 9 MONTHS OF 2014
COALspot.com: Adaro’s coal production in the third quarter reached 14.03 Mt, a 2% increase compared to the same period of last year. Accordin ...
Monday, 03 November 14
CFR SOUTH CHINA COAL SWAP FOR Q4' 2014 DELIVERY LOST 2.80% MONTH OVER MONTH
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery has decreased US$ 1.86 (-2.80%) month over month and increased US$ 0.37 ( ...
Monday, 03 November 14
INDONESIAN'S COAL EXPORTS JUMP IN SEPTEMBER
COALspot.com: Indonesia, one of the world's largest coal producers and the global leading multi grade coal exporter shipped around $1.50 ...
Sunday, 02 November 14
CAPE INDEX WAS UP 46.65% WEEK ON WEEK
COALspot.com: The BDI and Cape index continued the strong upward trend this week. The BDI was up 19.80 pct and Cape index was up by 46.65 per ...
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- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- The University of Queensland
- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Australian Coal Association
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
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