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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, 29 April 14
NEWCASTLE SHIPPED 3.03 MILLION TONS WEEK ON WEEK
COALspot.com: In the week ended 07:00 hours 28 April 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensl ...
Tuesday, 29 April 14
Q2 API 8 CFR SOUTH CHINA COAL SWAP LOST 0.29% MONTH ON MONTH
COALspot.com: API 8 CFR South China Coal swaps for average Q2 14 deliveries lost 0.29 percent month on month and closed at US$ 75.43 per mt as o ...
Monday, 28 April 14
CHINA LIKELY TO FALL SHORT OF NUCLEAR POWER TARGETS AT 175GW OF CAPACITY BY 2030 - WOOD MACKENZIE
Coal will remain dominant supply at 64% of power mix
Wood Mackenzie forecasts that China will not meet its environmentally-driven, government ...
Sunday, 27 April 14
INDONESIA TO INDIA FREIGHT RATES ARE EXPECTED TO BE STEADY NEXT WEEK
COALspot.com: The freight market seems to have bottomed out and saw some marginal gains in all segments, said Capt. Reddy of Vistaar Shipping In ...
Friday, 25 April 14
US PRODUCED APPROXIMATELY 19 MILLION SHORT TONS OF COAL IN A WEEK
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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- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Holcim Trading Pte Ltd - Singapore
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CNBM International Corporation - China
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
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