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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, 28 July 14
S. KOREA'S KOSPO SEEKS 148K T OF 4700 NAR COAL
COALspot.com: Korea Southern Power Co Ltd (KOSPO) is seeking 148,000 tonnes of 4,700 kcal/kg NCV steaming coal for shipment between October to Nove ...
Monday, 28 July 14
CFR SOUTH CHINA COAL SWAP SLIGHTLY UP WEEK ON WEEK
COALspot.com: Coal price falling is continues as the impact oversupply and lower demand. The swap for Q3, Q4 and Q1 2015 showing slight improvement ...
Sunday, 27 July 14
RAMADAN HOLIDAYS IN INDONESIA PUTTING PRESSURE ON CHARTER RATES FROM INDONESIA - VISTAAR INDIA
COALspot.com: The freight rates were almost steady as very slight improvement in BDI by about 1 pct. The BDI was at 739 points after improvin ...
Saturday, 26 July 14
COAL MINING COMPANIES CLOSED TEMPORARILY - THE JAKARTA POST
The Sarolangun regency administration in Jambi has suspended the operations of 10 coal mining companies in line with a circular issued by Regent Ce ...
Friday, 25 July 14
U.S WEEKLY COAL PRODUCTION UP AROUND 3.5% WEEK ENDED JULY 19
COALspot.com – United States the world's second largest coal producer, produced approximately 19.00 million short tons (mmst) of coal in ...
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- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Coalindo Energy - Indonesia
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Agrawal Coal Company - India
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Altura Mining Limited, Indonesia
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- White Energy Company Limited
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Thiess Contractors Indonesia
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Planning Commission, India
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
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