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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, 28 October 14
SGX'S FOB RICHARDS BAY COAL SWAP FOR DELIVERY Q1' 2015 CLOSED AT $ 68.07 ON 24 OCT
COALspot.com: API 4 FOB Richards Bay coal swap for Q4’ 2014 delivery decreased US$ 0.65 (-0.96%) month over month and increased US$ 1.79 (+2. ...
Tuesday, 28 October 14
SUB-BIT FOB INDONESIA COAL SWAP FOR Q1' 15 DELIVERY CLOSED 3.68% LOWER MONTH ON MONTH
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 lost month on month and gained day on day and week on week.
The swap has lost US ...
Monday, 27 October 14
GOVT PROMISES TO EASE LICENSING PROCEDURES IN MINING SECTOR - THE JAKARTA POST
The Energy and Mineral Resources Ministry’s directorate general for mineral and coal plans to simplify the complicated licensing procedures i ...
Monday, 27 October 14
FOB NEWCASTLE COAL SWAP FOR Q1' 15 DELIVERY CLOSED $ 0.10 LESSER THAN Q4' 14 CLOSING OF $ 53.27 PMT
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2014 delivery decreased US$ 1.43 (-2.61%) month over month and increased US$ 0.05 (+0.09% ...
Monday, 27 October 14
CFR SOUTH CHINA COAL SWAPS PERFORMED POSITIVE THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery decreased US$ 1.68 (-2.55%) month over month and increased US$ 0.87 (+1.3 ...
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- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Economic Council, Georgia
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Sindya Power Generating Company Private Ltd
- Bhatia International Limited - India
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CNBM International Corporation - China
- Global Business Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Planning Commission, India
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Orica Australia Pty. Ltd.
- Jindal Steel & Power Ltd - India
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
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