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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, 13 October 14
INDONESIAN COAL SWAPS FOR DELIVERY Q4' 2014 GAINED WEEK ON WEEK AND DAY ON DAY
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 gained week on week and day on day.
The swap lost US$ 0.13 (-0.25%) month on mon ...
Monday, 13 October 14
Q1' 2015 CFR SOUTH CHINA COAL SWAP CLOSED US$ 0.31 PMT HIGHER THAN Q4' 2014 CLOSING
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery decreased US$ 0.66 (-1.00%) month over month and US$ 0.40 (-0.61%) ...
Sunday, 12 October 14
INDONESIA TO INDIA FREIGHT RATES ARE EXPECTED TO BE WEAK - VISTAAR
COALspot.com: This week all the segments softened. The BDI down 7.13 pct week on week and closed below 1000 points at 963 points.
The Cape ind ...
Saturday, 11 October 14
COAL PRODUCTION RISES ONLY SLIGHTLY AS GOVT LIMITS MINING OPERATIONS - THE JAKARTA POST
Indonesian coal production rose by only 4 percent in the first nine months of this year, a relatively low increase compared to previous years, as t ...
Friday, 10 October 14
INDONESIA TO DEVELOP DOWNSTREAM COAL INDUSTRY - JP
The government is planning to launch a program to develop the downstream coal industry to increase the commodity’s added value, an official h ...
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- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Indika Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- White Energy Company Limited
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Australian Coal Association
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Economic Council, Georgia
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
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