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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, 07 July 14
SOUTH AFRICA'S RICHARDS BAY COAL TERMINAL SHIPPED 12% LESS COAL IN JUNE COMPARED TO MAY EXPORTS
COALspot.com: South Africa's Richards Bay Coal Terminal (RBCT) the world’s single largest export coal terminal, shipped 4.91 million tons ...
Monday, 07 July 14
INDONESIAN SUB-BIT COAL SWAPS FOR Q3 DELIVERY CRASHES THROUGH $ 54.50
COALspot.com: Indonesian coal swaps for average Q3’ 2014 lost on day, week and on month according to AsiaClear OTC coal swap's reports re ...
Monday, 07 July 14
API 8 CFR SOUTH CHINA COAL SWAPS SHOW A DOWNWARD TREND THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for delivery in Q3 drops US$ 5.47 month on month on Friday, dipping under $68 a ton. The CFR South Ch ...
Sunday, 06 July 14
PANAMAX INDEX BEING THE BIGGEST GAINER THIS WEEK; UP 52.75% W-O-W
COALspot.com: This week there was some positive signs in all the sectors. The Panamax index being the biggest gainer this week after losing for sev ...
Friday, 04 July 14
US: WEEKLY COAL PRODUCTION SLIGHTLY UP W-O-W
COALspot.com – United States the world's second largest coal producer, produced approximately 19.4 million short tons (mmst) of coa ...
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- Leighton Contractors Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Borneo Indobara - Indonesia
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Marubeni Corporation - India
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- PTC India Limited - India
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Planning Commission, India
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
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