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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, 24 March 21
MARKET INSIGHT - INTERMODAL
Since the start of the pandemic, the shipping industry has efficiently responded to ensure the continuity of operations and hence the security of s ...
Tuesday, 23 March 21
LOWER WHOLESALE PRICES PUT PRESSURE ON AUSTRALIAN ENERGY RETAILERS - FITCH RATINGS
Fitch Ratings expects the low wholesale energy prices in the Australian National Energy Market to persist through to 2022, which will affect electr ...
Tuesday, 23 March 21
SCRUBBER-FITTED SHIPS NEARLY DOUBLE AS FUEL SPREAD SETTLES AT $118 PER MT - PETER SAND
As the lion’s share of the world fleet replaced high-sulphur fuel oil (HSFO) with low-sulphur fuel oil (LFSO) as a mean of propulsion to be c ...
Tuesday, 23 March 21
CHINA'S COAL OUTPUT EDGES UP IN FIRST TWO MONTHS - XINHUA
China’s raw coal output rose 25 percent year on year to 620 million tonnes in the first two months of 2021, official data showed.
...
Wednesday, 17 March 21
MARKET INSIGHT - INTERMODAL
Shipping market players are familiar with the inverse correlation between the freight market and demolition activity i.e. when the market picks up ...
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- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Ministry of Mines - Canada
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- The University of Queensland
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
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