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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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Wednesday, 14 May 14
COAL PRICES IN CHINA HAVE DROPPED TO THEIR LOWEST LEVELS SINCE END-2008
COALspot.com: Coal prices in China have dropped to their lowest levels since end-2008, Fitch says in its latest rating report on one of the coal ...
Wednesday, 14 May 14
ALMOST THROUGH THE HALF OF THE YEAR, THE DRY BULK INDEX SHOW SIGNS OF WEAKNESS; CREATING TO BOTH EXISTING SHIP OWNERS AND POTENTIAL INVESTORS A LOT OF INSECURITY - PANOS MAKRINOS
Almost through the half of the year, the overall shipping market and more specifically the Dry Bulk Index show signs of weakness, creating to bo ...
Tuesday, 13 May 14
NPC COAL EXPORT VOLUMES PLUNGE TO 2.48 MMT WEEK ON WEEK
COALspot.com: In the week ended 07:00 hours 12 May 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Quee ...
Tuesday, 13 May 14
YET ANOTHER POSIDONIA EXHIBITION IS ON ITS WAY - INTERMODAL
With less than a month to go before another Posidonia exhibition starts and all the parties and celebrations get under way we thought that it wo ...
Monday, 12 May 14
TAIPOWER TO IMPORT AROUND 1 MMT OF SUB-BITUMINOUS COAL DURING AUGUST 2014 THROUGH NOVEMBER 2014
COALspot.com - Taiwan Power Company intends to procure 1.050 million tons of sub-bituminous coal for Taipower thermal power plant through open t ...
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- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- White Energy Company Limited
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- PTC India Limited - India
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Australian Coal Association
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
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