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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, 05 May 14
SUB BIT-FOB INDONESIA COAL SWAPS LOST GROUND LAST 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 ...
Monday, 05 May 14
API 8 CFR SOUTH CHINA COAL SWAP FOR AVERAGE Q3 14 DELIVERIES: LOST 0.82% M-O-M
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 0.82 percent month on month and closed at US$ 75.20 per mt as o ...
Sunday, 04 May 14
INDONESIA TO INDIA FREIGHT RATES ARE SHOWING POSITIVE TREND
COALspot.com: The freight market is seems to be some recovery as cape index has increased by 7.84 pct week on week. Cape index closed at 1829 po ...
Friday, 02 May 14
ADARO ENERGY STARTS YEAR 2014 WELL DESPITE CURRENT MARKET CONDITIONS
COALspot.com: Adaro Energy, the second largest Indonesian coal miner's revenue increased 14% to US$ 845 million due to higher sales volume, ...
Friday, 02 May 14
US WEEKLY COAL PRODUCTION RELATIVELY FLAT AT -0.1%, SAYS EIA
COALspot.com – United States the world's second largest coal producer, produced approximately 19.0 million short tons (mmst) of coal i ...
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- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- PTC India Limited - India
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Planning Commission, India
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
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