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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, 29 September 14
INDONESIAN COAL SWAPS LOST WEEK ON WEEK AND MONTH OVER MONTH
COALspot.com: Indonesian coal swaps for average November 2014 flat day on day and lost US$ 0.85 (-1.66%) per mt week on week. The swap also lost US ...
Monday, 29 September 14
CFR SOUTH CHINA COAL LOST AROUND 5% MONTH ON MONTH
COALspot.com: API 8 CFR South China Coal swap for delivery in November 2014 decreased US$ 3.55 (-5.10%) month over month and flat week over week.
...
Sunday, 28 September 14
FREIGHT RATES FROM INDONESIA TO INDIA IS EXPECTED TO BE FIRM NEXT WEEK - CAPT. REDDY
COALspot.com: The freight market shows a bit weak trend this week.
The BDI was lost 2.42% week on week and closed at 1049 points on 26 Se ...
Sunday, 28 September 14
BERAU AGREES DEAL WITH GOVT, MINING AREA REDUCED - THE JAKARTA POST
Coal miner PT Berau Coal, a subsidiary of Jakarta-listed PT Berau Coal Energy (BRAU), has signed a memorandum of understanding (MoU) with the gover ...
Saturday, 27 September 14
OIL MARKET CONTANGO: SPECULATION ON FUTURE PRICES CAN BE A RISKY MOVE, EVEN FOR TANKER OWNERS HELLENIC SHIPPING NEWS
Despite the fact that tanker owners can easily use their vessels as floating storage units for oil, in a bid to exploit the current oil market dyna ...
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- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- ASAPP Information Group - India
- White Energy Company Limited
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- South Luzon Thermal Energy Corporation
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
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