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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, 27 October 20
PLN STILL REFUSING TO ADAPT, A MOVE WHICH WILL HURT INVESTORS, CONSUMERS, AND THE GOVERNMENT PURSE - IEEFA
Utility’s latest planning report locks PLN into the past
PLN would be better served restructuring its business to address the current en ...
Monday, 26 October 20
'LONG ASCENT' TO RECOVERY OF GLOBAL GROWTH - BALTIC EXCHANGE
The global economy has so far avoided a “financial catastrophe” but growth projections from the International Monetary Fund’s lat ...
Friday, 23 October 20
SHIPPING LOANS AND COLLATERAL DAMAGE - VICTOR ONYEGBADO, AKABOGU & ASSOCIATES
KNOWLEDGE TO ELEVATE
Shipping finance transactions are characterised by peculiar risk factors principally on account of the shipping asset&rsq ...
Friday, 23 October 20
WHAT WILL THE 2020 ELECTIONS MEAN FOR US ENERGY? - WOOD MACKENZIE
The 2020 elections present American voters with a choice between two radically different visions for the future of energy. President Donald Trump r ...
Wednesday, 21 October 20
BRAZIL EXPORTED 238.7 MLN TONNES OF IRON ORE IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
Brazil’s iron ore exports have been gradually but steadily recovering following a disastrous winter period of 2019/2020. In the first 9 month ...
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- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Xindia Steels Limited - India
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Latin American Coal - Colombia
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Australian Coal Association
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- Minerals Council of Australia
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- ASAPP Information Group - India
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