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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, 15 January 20
ASIA PACIFIC GAS AND LNG - 6 THEMES TO WATCH IN 2020 - WOOD MACKENZIE
NEWS RELEASE
Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020
Asian LNG spot pr ...
Wednesday, 15 January 20
PREDICTIONS FOR 2020: 'SLOWBALISATION" IS THE NEW GLOBALISATION - PWC
Projecting what the future holds is an important exercise for businesses looking to plan ahead. Below we present a summary of some of the themes we ...
Wednesday, 15 January 20
SHIPPING MARKET INSIGHT - INERMODAL
Happy New Year and all the best for IMO 2020 !!
The early days of IMO 2020 coming into force have certainly had an impact on the indus ...
Tuesday, 14 January 20
SOLAS AMENDMENTS ENTERING INTO FORCE 1 JANUARY 2020 - STANDARD CLUB
While the latest amendments to MARPOL annex VI which entered into force on 1 January 2020 limiting the SOx emissions from ships has been the centre ...
Tuesday, 14 January 20
MABUX: BUNKER MARKET THIS MORNING, JAN.14
MABUX World Bunker Index (consists of a range of prices for 380 HSFO, 180 HSFO and MGO (Gasoil) in the main world hubs) changed insignificant and i ...
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- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Posco Energy - South Korea
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- The University of Queensland
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Ministry of Mines - Canada
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Australian Coal Association
- Siam City Cement - Thailand
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
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