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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, 25 June 14
INDONESIAN COAL EXPORTS ON RISE; EARNINGS FALL ON LOWER SELLING PRICES
COALspot.com: Indonesia, one of the world's largest coal producer and the global largest multi grade coal exporter shipped around $1.84* ...
Wednesday, 25 June 14
THE PANAMAX MARKET REACHED FRESH LOWS FOR THE YEAR, SAYS INTERMODAL
COALspot.com: The Dry Bulk market closed off the week noting a slight decrease, but this image of stability is merely representative of freight rat ...
Wednesday, 25 June 14
SHIPPING: MARKET INSIGHT - YANNIS OLZIERSKY
During his recent visit in London, China's Premier, Li Keqiang, announced that China's economy, the world's second largest after the US ...
Tuesday, 24 June 14
INDONESIAN COAL MINER TARGETS RP 313 BILLION IPO
COALspot.com: Indonesian coal miner PT Mitrabara Adiperdana is aiming to raise up to Rp 313 billion to Rp 368 billion (approximately $26.133 millio ...
Monday, 23 June 14
INDONESIAN COAL SWAP FOR Q3 DELIVERY LOST 8.60% Y-O-Y;4.80% M-O-M
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 ...
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- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Parliament of New Zealand
- Trasteel International SA, Italy
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Australian Coal Association
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
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