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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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Thursday, 29 May 14
PEABODY ENERGY CHAIRMAN RECEIVES WCA AWARD
The World Coal Association has presented Gregory H. Boyce, Chairman and Chief Executive Officer of Peabody Energy (NYSE: BTU), with the 2014 Chairm ...
Thursday, 29 May 14
HANDY : THE SUPRAS ARE BEING TRADED AROUND 13K FOR SHORTER UPTO 1 YEAR PERIOD
Handy
The week started off with bank holidays in London and very little happening. This trend has continued and we believe it will continue into ...
Wednesday, 28 May 14
THE DRY BULK MARKET REMAINED UNDER PRESSURE - INTERMODAL
COALspot.com: The Dry Bulk market remained under pressure during this past week, with all indices pointing down compared to the previous Friday. Th ...
Tuesday, 27 May 14
PORT OF NEWCASTLE SHIPPED 19.13% LESS COAL THIS PAST WEEK
COALspot.com: In the week ended 07:00 hours 26 May 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, ...
Monday, 26 May 14
SUB-BIT FOB INDO COAL SWAP Q1' 15 DELIVERIES CLOSED AT US$ 59.40 PER MT
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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- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- White Energy Company Limited
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Indogreen Group - Indonesia
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Chettinad Cement Corporation Ltd - India
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Parliament of New Zealand
- Alfred C Toepfer International GmbH - Germany
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
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