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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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Tuesday, 20 May 14
NEWCASTLE'S COAL EXPORT VOLUME UP 39.11 PERCENT WEEK ON WEEK
COALspot.com: In the week ended 07:00 hours 19 May 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, ...
Tuesday, 20 May 14
DRY BULK MARKET TO IMPROVE OVER THE COURSE OF 2014, BUT OVERSUPPLY STILL AN ISSUE SAYS BIMCO'S CHIEF SHIPPING ANALYST
As a gruelling first quarter edges closer to the end, dry bulk ship owners are looking at an improved second quarter demand, which, coupled with sl ...
Tuesday, 20 May 14
DRY BULK MARKET IS BOUND FOR A RECOVERY CLAIMS PARAGON SHIPPING'S HEAD MICHAEL BODOUROGLOU
The dry bulk market is bound for a recovery in the coming weeks, as the market will be better balanced, said Mr. Michael Bodouroglou, Chairman and ...
Monday, 19 May 14
INDO COAL SWAPS FOR AVERAGE Q3' 2014 DELIVERY LOST ON WEEK AND ON MONTH
COALspot.com: Indonesian coal swaps for average Q3’ 2014 lost on week and on month according to AsiaClear OTC coal swap's reports release ...
Monday, 19 May 14
API 8 CFR SOUTH CHINA COAL LOST 2.49% MONTH ON MONTH
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 2.49 percent month on month and closed at US$ 74.35 per mt as on F ...
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- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Romanian Commodities Exchange
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Georgia Ports Authority, United States
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
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