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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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Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
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- Latin American Coal - Colombia
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Parliament of New Zealand
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- GMR Energy Limited - India
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Planning Commission, India
- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
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