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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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Sunday, 26 January 20
SHIPPING NEEDS TO PREPARE FOR CORONAVIRUS RESTRICTIONS WARNS HILL DICKINSON
The shipping industry needs to be prepared for potential restrictions in order to prevent the further spread of the ‘Wuhan’ coronavirus ...
Friday, 24 January 20
LOW-SULPHUR FUEL OIL PRICES DROP USD 99 PER MT IN SINGAPORE - BIMCO
Singapore has seen one of the largest drops in the price of Very Low Sulphur Fuel Oil (VLSFO), which peaked on 7 January 2020 at USD 740 per metric ...
Friday, 24 January 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINED FLAT DURING THE PAST WEEK - XINHUA
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of coal prices in north China’s major ports, stood at 553 yuan (about 80.1 U.S. dollars) ...
Thursday, 23 January 20
PANAMAX: ANOTHER DISAPPOINTING WEEK IN BOTH THE ATLANTIC AND THE PACIFIC BASIN - FEARNLEYS
Cape Size
From bad to worse for the biggest ships as prices for low-sulphur fuel oil remain high whilst freight rates deteriorate further. Aver ...
Thursday, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
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- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Indian Energy Exchange, India
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- White Energy Company Limited
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
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