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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.
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Tuesday, 29 December 20
CORROSION-RESISTANT STEELS FOR CARGO OIL TANKS - DNV GL
KNOWLEDGE TO ELEVATE
Crude oil is a complex mixture of substances at varying ratios and in most cases contains at least some salt water. ...
Tuesday, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
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- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Planning Commission, India
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Central Electricity Authority - India
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
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