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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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Thursday, 24 July 14
INDONESIA'S JUNE 2014 COAL EXPORT VOLUME DOWN 6.82%; AVERAGE SELLING PRICE DOWN
COALspot.com: Indonesia, one of the world's largest coal producer and the global leading multi grade coal exporter shipped around $1.70* ...
Thursday, 24 July 14
HANDY: SOUTH AFRICA SOFTENED A BIT, HERE RATES ARE AT AROUND 8K +150K BB FOR TRIPS EAST - FEARNLEYS AS
Handy
The handy market in the Atlantic is going sideways and a tick down on low activity. Levels hoovering around USD 5k on Supras. The SMX marke ...
Thursday, 24 July 14
INDONESIAN COAL EXPORTERS ARE REQUIRED TO OBTAIN ET-BATUBARA UNDER LATEST TRADE MINISTRY'S NEW REGULATION
COALspot.com: Indonesia's trade ministry has issued regulation No. 39/M-DAG/PER/7/2014 which is requires exporters of power plant coal as ...
Wednesday, 23 July 14
PANAMAXES WERE BACK ON A DOWNWARD COURSE; CAPES WERE FEELING THE MOST PRESSURE - INTERMODAL
COALspot.com: The Dry Bulk market was on a downward spiral this week, with the BDI noting another week-on-week decline of the magnitude of 10% this ...
Wednesday, 23 July 14
WEEKLY SHIPPING MARKET INSIGHT - INTERMODAL
In Australia, the world’s largest mining group, BHP Billiton, will beat the iron ore export target of more than 220 million tonnes for 2014. ...
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- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Port Waratah Coal Services - Australia
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- SN Aboitiz Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- OPG Power Generation Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- Anglo American - United Kingdom
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
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