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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, 22 September 14
CFR SOUTH CHINA COAL SWAPS LOST ON DAY, WEEK AND MONTH
COALspot.com: API 8 CFR South China Coal swap for delivery in October 2014 decreased US$ 3.10 (-4.50%) month over month and $ 0.95 PT MT week over ...
Monday, 22 September 14
INDONESIAN COAL SWAPS LOST WEEK ON WEEK AND MONTH OVER MONTH
COALspot.com: Indonesian coal swaps for average October 2014 increased US$ 0.35 (+0.69%) day on day and lost US$ 0.30 (-0.58%) per mt week on week. ...
Sunday, 21 September 14
CAPE INDEX LOST 17% W-O-W ; BALTIC DRY PLUNGES 106 POINTS
COALspot.com: This week the freight market softened a bit compared to last week.
BDI fell 8.97% week on week and closed BDI at 1075 points on ...
Friday, 19 September 14
U.S. WEEKLY COAL PRODUCTION RELATIVELY FLAT AT +0.1% - EIA
COALspot.com – United States the world's second largest coal producer, produced approximately 19.20 million short tons (mmst) of coal in ...
Friday, 19 September 14
PRICES FOR DRY BULK CARRIERS HAVEN'T CORRECTED ENOUGH, DESPITE LOWER THAN EXPECTED FREIGHT RATES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
A lot has been said and written about the looming dry bulk market recovery over the past few months. However, even if this hasn’t been materi ...
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- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- MS Steel International - UAE
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Bhatia International Limited - India
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Minerals Council of Australia
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Parliament of New Zealand
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Bangladesh Power Developement Board
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
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