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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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Wednesday, 19 February 20
AS OCEAN TEMPERATURES RISE, SHIPOWNERS LOOK FOR WAYS TO COPE - WARTSILA
The world is heating up, and its oceans are no exception. According to the International Panel on Climate Change (IPCC), the oceans absorb the majo ...
Wednesday, 19 February 20
MARKET INSIGHT - INTERMODAL
The coronavirus outbreak is estimated to negatively affect global economy by at least EUR400bn this year, representing around the 0.4% of global GD ...
Tuesday, 18 February 20
WEEKLY MARKET ANALYSIS - ALLIED
Under such poorly performing market circumstances, many usually take the historical approach, in order to better understand and further analyze the ...
Tuesday, 18 February 20
ADARO SHIPPED 27 PERCENT OF ITS TOTAL COAL PRODUCTION IN 2019 TO INDIA AND CHINA
PT Adaro Energy Tbk (AE) produced 58.03 Mt of coal from PT Adaro Indonesia (AI), Balangan Coal Companies and Adaro Me ...
Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coa ...
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- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- PTC India Limited - India
- Central Electricity Authority - India
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- Borneo Indobara - Indonesia
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
- Parliament of New Zealand
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
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