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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, 22 April 14
INDONESIAN MARCH COAL EXPORT VOLUME SURGE 9.12% TO 35.54 MMT
COALspot.com: Indonesia, one of the world's largest coal producer and the global largest multi grade coal exporter shipped around $1.9 ...
Tuesday, 22 April 14
NEWCASTLE WEEKLY COAL EXPORTS FELL 13.33% THIS PAST WEEK
COALspot.com: In the week ended 07:00 hours 21 April 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensl ...
Monday, 21 April 14
Q1'15 SUB-BIT FOB INDONESIA COAL SWAP SHOWING A POSITIVE TREND
COALspot.com: Indonesian coal swaps for average Q2’ 2014 gain on month and on week according to AsiaClear OTC coal swap's reports rele ...
Monday, 21 April 14
Q4 2014 AND Q1 2015 COAL SWAPS CLOSED MARGINALLY HIGHER COMPARED TO Q2 PRICES
COALspot.com: API 8 CFR South China Coal swaps for average Q2 14 deliveries gained 0.87 percent month on month and closed at US$ 76.15 per mt as ...
Monday, 21 April 14
DRY BULK MARKET UPS AND - MOST RECENTLY - DOWNS OFFERS NO ROOM FOR RELAXING AMONG DRY BULK SHIP OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market's latest demise, with the market retrating once again, since the end of March, has come at a time, when most ship owners ...
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- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- The University of Queensland
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- Barasentosa Lestari - Indonesia
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Siam City Cement - Thailand
- PTC India Limited - India
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
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