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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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Friday, 06 June 14
RICHARDS BAY COAL TERMINAL SHIPPED 4.221 MMT OF COAL TO SOUTHERN ASIAN COUNTRIES IN MAY
COALspot.com: South Africa's Richards Bay Coal Terminal (RBCT) the single largest export coal terminal in the world, shipped 5.58 million tons ...
Thursday, 05 June 14
RBCT SOUTH AFRICA SHIPPED 21% LESS COAL IN APRIL COMPARED TO MARCH EXPORTS
COALspot.com: South Africa's Richards Bay Coal Terminal (RBCT) the single largest export coal terminal in the world, shipped 5.45 million tons ...
Thursday, 05 June 14
PANAMAX : THIS WEEK STARTED IN A SLOW PACE - FEARNLEYS
Handy
After last week's silent and unexciting week we see some more activity this week, especially from the South American market. The rates ...
Thursday, 05 June 14
PORT OF NEWCASTLE SHIPPED 2.91 MMT OF COAL IN THIS PAST WEEK
COALspot.com: The figure constitutes a 4.30 percent higher compared to the previous week, following a week on week decreased of 19.13 percent recor ...
Wednesday, 04 June 14
SKULD: DIVERSIFICATION AND A ROBUST BOTTOM LINE
In February, I was delighted to ring in the new policy year with the Skuld team following a solid renewal round and a strong year. 2013 was, in man ...
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- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Economic Council, Georgia
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Indika Energy - Indonesia
- Wood Mackenzie - Singapore
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- The University of Queensland
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- White Energy Company Limited
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
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