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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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Friday, 01 May 20
LUKOIL SHARES LUBRICANT EXPERIENCE AFTER FIRST 100 DAYS OF OPERATION ON VLSFO
KNOWLEDGE TO ELEVATE
After 100 days of VLSFO operation, LUKOIL Marine Lubricants is sharing recent experience on VLSFO operation with NAVIGO M ...
Wednesday, 29 April 20
OIL CLOSES IN ON PEAK OVERSUPPLY - WOOD MACKENZIE
Are we now deep in the abyss? Up to our necks in it, if the oil price is any guide. Brent has now tested sub-US$20/bbl in this downturn and WTI sub ...
Monday, 27 April 20
INCIDENT INVESTIGATION: SEARCH FOR THE CAUSE, NOT THE VILLAIN - GARD
Incident investigations often conclude with placing the blame for an incident on the crew. Causes of the incidents are usually identified as proced ...
Monday, 27 April 20
A 58,000DWT VESSEL WAS FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY WC INDIA, AT $4,500 - BALTIC BRIEFING
Capesize
The tide turned this week for the Capesize market, as voyage rates registered dramatically falling fuel costs. This was led primarily ...
Sunday, 26 April 20
STRONGER BUNKER PRICES FAIL TO RALLY FREIGHT MARKET - FIS
VLSFO bunker prices rebounded by $22.50 to $229/mt in the port of Singapore but failed to turn around the spot freight market.
Some ...
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- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Australian Coal Association
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Planning Commission, India
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
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