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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, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
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- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Australian Coal Association
- Siam City Cement PLC, Thailand
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Parliament of New Zealand
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- White Energy Company Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- The University of Queensland
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
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