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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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Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
Sunday, 26 January 20
SUPRAMAX: THE ASIAN BASIN SAW A 56,000DWT SHIP FIXING DELIVERY SAMARINDA TRIP TO WEST COAST INDIA AT $4,750 - BALTIC BRIEFING
Capesize
The market endured heavy losses throughout the past week, with the Capesize 5TC dropping from $8,352 to $4,772. In the lead up to Chin ...
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- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Baramulti Group, Indonesia
- Marubeni Corporation - India
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Aboitiz Power Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- PowerSource Philippines DevCo
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- MS Steel International - UAE
- Posco Energy - South Korea
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
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