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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, 09 September 14
PORT OF NEWCASTLE SHIPPED 13.207 MTN OF COAL IN AUGUST; TRADE VALUE AROUND $1.17 BILLION
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1.17 billio ...
Monday, 08 September 14
SUB-BIT FOB INDONESIA COAL SWAP UNDERPERFORMED LAST WEEK
COALspot.com: Indonesian coal swaps for average October 2014 decreased US$ 0.20 (-0.39%) day on day and US$ 1.60 (-3.04%) per mt week on week. The ...
Monday, 08 September 14
API 8 CFR SOUTH CHINA COAL SWAP FOR DELIVERY JAN'15 CLOSED AT US$ 66.30 PMT W/E 5 SEPTEMBER 2014; LOST 5.15% M-O-M
COALspot.com: API 8 CFR South China Coal swap for delivery in October 2014 decreased US$ 0.15 (-0.23%) day on day and US$ 2.05 (-3.04%) week on wee ...
Monday, 08 September 14
CHINESE IRON ORE IMPORT DEMAND VERY STRONG - COMMODORE
COALspot.com: 30 dry bulk vessels were chartered in the spot iron ore market last week to haul iron ore import cargoes to Chinese buyers.
Acco ...
Sunday, 07 September 14
FREIGHT MARKET CONTINUED TO BE FIRM IN SPITE OF CAPE'S THIS WEEK'S WEAK PERFORMANCE
COALspot.com: BDI up by 0.7 pct week on week and closed at 1155 points this week. The Baltic Dry Index is a composite of three sub-indexes that mea ...
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- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Planning Commission, India
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Simpson Spence & Young - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- The University of Queensland
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
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