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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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Monday, 14 December 20
PHILIPPINE BANK RCBC TO STOP LENDING FOR NEW COAL-FIRED POWER PROJECTS - MANILA BULLETIN
Yuchengco-led Rizal Commercial Banking Corporation (RCBC) has forthrightly declared that it will no longer extend financing to new coal-fired power ...
Sunday, 13 December 20
LONGSTANDING DOWNSIDE RISKS TO TRADE OUTLOOK - BALTIC EXCHANGE
The OECD has attempted to put a positive spin on the trade message emanating from its latest economic outlook, released last week.
The ...
Sunday, 13 December 20
INDONESIA COAL OUTPUT AT 514 MILLION TONNES THIS YEAR, 2021 TARGET UNCHANGED - REUTERS
Indonesia coal output in the period to Dec. 10 stood at 514.2 million tonnes, official data from the energy ministry’s website showed.
&n ...
Thursday, 10 December 20
MALAYSIA'S CIMB ANNOUNCES COAL FINANCING PHASE-OUT BY 2040 AS ASIA'S FOSSIL FUEL DIVESTMENT DRIVE ACCELERATES - IEEFA
The first emerging markets bank to announce a progressive coal exit policy
Malaysia’s CIMB Group Holdings (CIMB) has announced ...
Wednesday, 09 December 20
MARKET INSIGHT - INTERMODAL
Heading towards the end of a difficult year and with the entire planet under the shadow of the covid-19 virus, it is interesting to proceed with a ...
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- Merrill Lynch Commodities Europe
- Australian Coal Association
- Mercator Lines Limited - India
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- PTC India Limited - India
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Anglo American - United Kingdom
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Planning Commission, India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Interocean Group of Companies - India
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
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