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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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Thursday, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
Monday, 23 October 23
CHINA SEPT COAL OUTPUT HITS SIX-MONTH HIGH ON RISING POWER DEMAND - REUTERS
China’s September coal output rose 0.4% from August to the highest level since March, official data showed on Wednesday, on rising power dema ...
Monday, 23 October 23
INDIA COAL INVENTORIES DROP AT FASTEST PACE IN TWO YEARS, BOOSTING IMPORTS - REUTERS
Coal inventories at Indian power plants in the first half of October fell at their fastest rate in two years, an analysis of government data showed ...
Tuesday, 19 September 23
LNG SHIPPING STOCKS: THE ASIAN GROWTH UP-INDICES
Last week, the UP World LNG Shipping Index (UPI) gained 3.81 points or 2.51%, closing at 155.85 points. This index tracks the performance of LNG sh ...
Sunday, 10 September 23
GOLDMAN SACHS PREDICTS OIL PRICE TO HIT $100 ON OPEC CUTS - YAHOO FINANCE
Oil supply cuts by Saudi Arabia and Russia could lead to Brent crude jumping as high as $107 a barrel in 2024, Goldman Sachs Commodities Research h ...
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- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Indika Energy - Indonesia
- PTC India Limited - India
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- VISA Power Limited - India
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- The University of Queensland
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Australian Coal Association
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Vizag Seaport Private Limited - India
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
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