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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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Friday, 17 October 14
INTERNATIONAL COAL PRICES ARE AT LOWEST LEVEL; COAL STOCKS AT INDIAN POWER PLANTS ARE ALSO AT LOWEST LEVEL
International coal prices as well as coal freights are falling and reaching to its lowest levels. According to PTI, fuel stockpiles at the thermal ...
Friday, 17 October 14
U.S. COAL PRODUCTION UP BY 3.6% WEEK - ON - WEEK
COALspot.com – United States the world's one of largest coal producers, produced approximately 19.20 million short tons (mmst) of coal in ...
Friday, 17 October 14
DRY BULK SHIPPING'S OUTLOOK NOW SHIFTING TO A LESS PROMISING ONE, SHIP PRICES EXPECTED TO FOLLOW SOON - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
China’s and other Asian countries’ return to the dry bulk market last week, didn’t trigger the hoped support towards the dry bulk ...
Thursday, 16 October 14
KOREA MIDLAND POWER TO BUY 490K MT OF LCV COAL FOR 1Q 2015
COALspot.com : Korea Midland Power Co., Ltd. has invited bids through International open bidding for 490,000 Metric Tons (MT) of LCV (Sub) Bitumino ...
Thursday, 16 October 14
PANAMAX OWNERS RECEIVE A PREMIUM FOR GOING TO INDIA VIA INDONESIA - FEARNLEYS AS
Handy
The Handy/Supra market continues to slide in both hemispheres, said Fearnleys AS in its latest week report. In the Atlantic we see rates co ...
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- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- AsiaOL BioFuels Corp., Philippines
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Economic Council, Georgia
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Marubeni Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Iligan Light & Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
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