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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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Wednesday, 06 August 14
SHIPPING MARKET INSIGHT - EVA TZIMA
Recent reports that Indonesia’s ban on exports of metal ore concentrates was lifted for the first time in six months for two of its biggest m ...
Wednesday, 06 August 14
SGX SUCCESSFULLY LAUNCHED NEW SGX COAL PRODUCTS
COALspot.com: Singapore Exchange (‘SGX’) has announced that, the exchange has successfully launched its new Coking and Thermal Coal pro ...
Monday, 04 August 14
ANNUAL SECOND HALF SURGE IN BRAZILIAN IRON ORE EXPORTS ABOUT TO BEGIN - JEFFREY LANDSBERG
COALspot.com: Great strength in the capesize market has all along been set to occur during the second half of this year, as that is when Brazilian ...
Monday, 04 August 14
SUB-BIT FOB INDONESIA COAL SWAP INCHES UP DESPITE LOW DEMAND
COALspot.com: Indonesian coal swaps for average Q4’ 2014 increased US$ 0.15 day on day and US$ 0.13 per mt week on week. But, the swap was lo ...
Monday, 04 August 14
Q1' 15 API 8 CFR SOUTH CHINA COAL SWAP CLOSED AT US$ 69.37 ON 1 AUGUST 2014; A $ 1.10 HIGHER COMPARED TO Q4' 2014 CLOSING
COALspot.com: Coal swap prices are showing a positive move upward this past week. API 8 CFR South China Coal swap for Q4, Q1 and Q2 2015 show ...
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- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Mjunction Services Limited - India
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- Ministry of Mines - Canada
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
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