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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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Friday, 08 May 20
THE COLLAPSE OF THE OIL AND BUNKER FUEL MARKETS IN EARLY 2020 - PETER SAND
The sulphur regulation from the International Maritime Organization (IMO) that came into force on 1 January 2020 took the centre stage in the shipp ...
Friday, 08 May 20
LNG DEMAND FACED SEVERAL HEADWINDS IN THE FIRST QUARTER OF 2020 - GASLOG
LNG demand faced several headwinds in the first quarter of 2020 including a warmer than average winter in the northern hemisphere, high inventory l ...
Thursday, 07 May 20
IEEFA UPDATE: THE OUTLOOK FOR THERMAL COAL IN SOUTHEAST ASIA AND SOUTH ASIA
Seven headwinds are building to sustained growth in coal in Asia
The medium term outlook for thermal coal in Southeast Asia is posit ...
Thursday, 07 May 20
IMO 2020: BUNKER CLAIMS HANDLING GUIDE FOR A NEW DECADE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
IMO 2020 is the term generally used to describe the following regulations under Annex VI of the International Convention ...
Thursday, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
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- Deloitte Consulting - India
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Planning Commission, India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Indian Energy Exchange, India
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
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