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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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Sunday, 23 February 20
SHIPPING INDUSTRY FACES $370 MILLION HIT FROM NEW PANAMA CANAL CHARGE - REUTERS
A new “freshwater” charge that came in this month to help the Panama Canal cope with climate change will cost the shipping industry up ...
Sunday, 23 February 20
A 57,000DWT SHIP FIXING DELIVERY SOUTH KALIMANTAN TRIP, REDELIVERY CJK, AT $7,600 - BALTIC BRIEFING
Capesize
The Capesize market found little to cheer about this week as it again endured remarkable lows. The Atlantic continued to improve, with ...
Saturday, 22 February 20
THE SURPRISING MOVE IN MARINE FUEL SPREADS - ING
Middle distillates tank
One of the biggest surprises since the implementation of new International Maritime Organization (IMO) sulphur regulati ...
Friday, 21 February 20
CAPE: AVERAGE NOMINAL DAILY EARNINGS STILL ADMITTEDLY UNCHANGED W-O-W AT BELOW US$3000 - FEARNLEYS
CAPE
The worst may just about be over for the big ships. Average nominal daily earnings still admittedly unchanged w-o-w at below US$3k, but sent ...
Friday, 21 February 20
INDIA: POTENTIAL INVESTORS SEEK MORE CLARITY ON COMMERCIAL COAL MINING NORMS - FINANCIAL EXPRESS
Potential private investors have sought more clarity on the pricing mechanism proposed for the much-anticipated auction for commercial coal mining. ...
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- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- The University of Queensland
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Australian Coal Association
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- PTC India Limited - India
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- Posco Energy - South Korea
- Siam City Cement - Thailand
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
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