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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, 08 April 14
PORT OF NEWCASTLE SHIPPED 2.90 MMT OF POWER PLANT AND SEMI-SOFT COKING COAL IN A WEEK
COALspot.com: In the week ended 07:00 hours 7 April 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensla ...
Tuesday, 08 April 14
RBCT SHIPPED 53.79% MORE COAL IN MARCH 2014
COALspot.com: South Africa's Richards Bay Coal Terminal (RBCT) the single largest export coal terminal in the world, shipped 6.90 million to ...
Tuesday, 08 April 14
APRIL 2014 INDONESIAN COAL PRICE REFERENCE DROPS TO LOWEST SINCE JANUARY 2010
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia has revised down again the coal bench mark price by US$ 2.20 / MT to ...
Tuesday, 08 April 14
TALKING ABOUT A ONE-HORSE RACE - GEORGE LAZARIDIS
Ever since the onslaught of the financial crisis, China along with the other BRIICs, have played a pivotal role in supporting global economic gr ...
Monday, 07 April 14
WEEKLY SUB-BIT FOB INDONESIA COAL SWAP CLAIMS EDGE FALL; TREND NEGATIVE
COALspot.com: Indonesian coal swaps for average Q4’ 2014 lost on month, day and on week according to AsiaClear OTC coal swap's reports ...
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- Sojitz Corporation - Japan
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- The University of Queensland
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
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