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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, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
Tuesday, 04 February 20
CAPE: THE AVERAGE EARNINGS PER DAY FELL BENEATH THE USD 4,000, A LEVEL CONSIDERABLY BELOW EVEN THE MOST CONSERVATIVE OPEX LEVELS - ALLIED
The recent slump in the dry bulk freight market may well have been expected to some degree, but despite this the shock was still overwhelming when ...
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- Formosa Plastics Group - Taiwan
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- IEA Clean Coal Centre - UK
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- The University of Queensland
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Parliament of New Zealand
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
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