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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, 02 June 14
SUB-BIT FOB INDONESIA COAL SWAPS LOST GROUND THIS WEEK
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, 02 June 14
SOUTH CHINA COAL SWAP WAS SHOWING A POSITIVE MOVE IN Q4, INSTEAD OF THIS WEEK'S WEAK TREND
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 3.39 percent month on month and closed at US$ 72.65 per mt as on F ...
Sunday, 01 June 14
INDO - INDIA SUPRMAX FREIGHT RATES CONTINUED TO DOWN THIS WEEK
COALspot.com: The freight market was soft this past week as all sectors soften particularly Panamax index was lost 129 points or 12.88% week on wee ...
Friday, 30 May 14
CLEAN COAL PROCESSING & CONVERSION ASIA SUMMIT 2014
Clean Coal Processing & Conversion Asia Summit 2014 will be held on Nov 20-21st, 2014 in Jakarta, Indonesia.
With the cooperation of ...
Friday, 30 May 14
US COAL PRODUCTION RELATIVELY FLAT WEEK ON WEEK
COALspot.com – United States the world's second largest coal producer, produced approximately 18.6 million short tons (mmst) of coal in a ...
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- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- CNBM International Corporation - China
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- VISA Power Limited - India
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Bukit Baiduri Energy - Indonesia
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- PowerSource Philippines DevCo
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- The University of Queensland
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Madhucon Powers Ltd - India
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- White Energy Company Limited
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
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