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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, 23 June 14
COAL SWAPS DROPS FURTHER MONTH ON MONTH ON WEAK DEMAND
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 6.91 percent month on month and closed at US$ 69.00 per mt a ...
Sunday, 22 June 14
THE PANAMAX COAL FREIGHT FROM INDONESIA TO INDIA SLIPPED THIS WEEK
COALspot.com: The Baltic Exchange's main sea freight index, which tracks rates for ships carrying dry bulk commodities, fell slightly on Friday ...
Friday, 20 June 14
DRY BULK MARKET LOOKING FOR UPSIDE ON ROBUST SEABORNE IRON ORE TRADE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market hasn’t been able to justify the heightened expectations this year. Yesterday, the Baltic Dry Index managed to inch forwar ...
Friday, 20 June 14
US WEEKLY COAL PRODUCTION DROPS 1.8% WEEK ON WEEK
COALspot.com – United States the world's second largest coal producer, produced approximately 18.3 million short tons (mmst) of coal in a ...
Thursday, 19 June 14
PANAMAX: VERY CLOSE TO BREAKING THE ALL TIME LOW RECORD - FEARNLEYS AS
Handy
The Supra-Handy market is experiencing the same market slow down as its bigger sister markets however not to the same extent. We see TA rat ...
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- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Anglo American - United Kingdom
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- White Energy Company Limited
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- Baramulti Group, Indonesia
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- Deloitte Consulting - India
- Marubeni Corporation - India
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Timah Investasi Mineral - Indoneisa
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Planning Commission, India
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
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