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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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Sunday, 03 August 14
LACK OF COAL SHIPMENTS FROM FAR EAST/SE ASIA, THE PRESSURE ON CHARTER RATES CONTINUED THIS WEEK
COALspot.com: This week, the freight rates were almost flat as charter rates were also almost steady from last week.
The BDI was up by 2.59 pc ...
Friday, 01 August 14
UNCERTAINTY IN ASIAN COAL MARKETS WHERE INDEX-LINKED PRICING DOMINATES - SGX
COALspot.com: In the past 3 years, seaborne thermal coal markets have been in a state of constant oversupply.
Reuters expects this oversupply ...
Friday, 01 August 14
U.S PRODUCED 19.4 MMST OF COAL IN A WEEK, SAYS EIA
COALspot.com – United States the world's second largest coal producer, produced approximately 19.40 million short tons (mmst) of coal in ...
Thursday, 31 July 14
CAPESIZE: CARGO VOLUMES, COAL IN PARTICULAR, PRESENTLY NOT SUFFICIENT TO EMPLOY A GROWING FLEET - FERNLEYS
Handy
Both the Atlantic and Pacific has improved in the supramax segment over the last week, said Fernleys in Its latest weekly report . There we ...
Thursday, 31 July 14
RIO TINTO SELLS MOZAMBIQUE COAL ASSETS FOR US$ 50 MILLION TO INDIA'S ICVL
COALspot.com: Rio Tinto has agreed to sell its Mozambique coal assets for just US$ 50 million to International coal ventures Private limited of Ind ...
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- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- The University of Queensland
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- Australian Coal Association
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Pendopo Energi Batubara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
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