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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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Tuesday, 11 April 23
OIL RISES ON CHINA STIMULUS EXPECTATIONS, WEAKER DOLLAR - REUTERS
Oil prices rose on Tuesday on expectations of potential economic stimulus by China, healthy demand in the rest of Asia and a drop in U.S. crude sto ...
Sunday, 09 April 23
CHINA’S BUSINESS INCOME REBOUND POINTS TO IMPROVING ECONOMY: OFFICIAL - XINHUA
Chinese businesses have posted a strong rebound in sales revenue since the beginning of this year in the latest signal of an improving economy.
...
Sunday, 09 April 23
COAL INDIA TO BOOST SUPPLIES TO INDUSTRIES AS UTILITIES’ INVENTORIES RISE - REUTERS
Coal India Ltd will increase supplies to industries, the world’s largest coal miner said on Wednesday as fuel inventories at utilities run by ...
Thursday, 06 April 23
MARKET INSIGHT - INTERMODAL
LNG Current Supply/Demand Dynamics
This year, LNG supply will likely exceed demand, so prices will need to decline to levels that will encourag ...
Sunday, 26 March 23
EUROPE’S RUSH TO LNG COULD TURN INTO 'WORLD’S MOST EXPENSIVE AND UNNECESSARY INSURANCE POLICY'- CNBC
Europe’s rapid buildout of liquefied natural gas infrastructure is on track to far exceed demand by the end of the decade, according to new r ...
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Sinarmas Energy and Mining - Indonesia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Indonesian Coal Mining Association
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Africa Commodities Group - South Africa
- Romanian Commodities Exchange
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Planning Commission, India
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Australian Coal Association
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- Altura Mining Limited, Indonesia
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