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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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Saturday, 15 February 20
AFRAMAX: A MORE POSITIVE ATTITUDE EXISTED IN THIS SECTOR WITH RATES IMPROVING ON ALL ROUTES - BALTIC BRIEFING
VLCC
The market in the Middle East was unmoved this week, with Chinese refiners continuing to slow imports, allied with the impact of the Coron ...
Saturday, 15 February 20
A 56,000DWT VESSEL WAS CONCLUDED BASIS DELIVERY SINGAPORE VIA INDONESIA REDELIVERY CHINA IN THE LOW $6,000S - BALTIC BRIEFING
Capesize
Riding the downward momentum of the previous week, the market was always going to be hard pressed to make any sort of revival. With mu ...
Saturday, 15 February 20
U.S. COAL PRODUCTION WILL TOTAL 595 MMST IN 2020, DOWN 14% FROM 2019 - EIA
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019.
Lower ...
Friday, 14 February 20
WHY THE WORLD ECONOMY WILL BE FACING CHINA'S CORONAVIRUS FOR A LONG TIME - CNBC
Everywhere we look we see the headlines and commentators talking about the coronavirus and its impact on tourism, trade and investment between Chin ...
Friday, 14 February 20
KOWEPO INVITED BIDS FOR 1.275 MILLION TONS OF MIN. 5,600 NCV COAL
COALspot.com: Korea Western Power Co. Ltd (KOWEPO). as a representative of five Korean Gencos has issued an international tender for total 1,275,00 ...
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- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- The Treasury - Australian Government
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
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