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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.
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Tuesday, 14 January 20
SHIPPING MARKET ANALYSIS - ALLIED SHIPBROKING
Uncertainty in the global geopolitical sphere seems to have not come to an end along with 2019, as 2020 commenced with renewed tensions between the ...
Tuesday, 14 January 20
DRY BULK MARKET: "THIS IS NOT THE END OF COAL" SAYS IEA - BALTIC EXCHANGE
A historic drop in coal-fired electricity generation will not sway global coal demand from its upward trajectory through to 2024, though growth wil ...
Saturday, 11 January 20
ARE YOU 95% CONFIDENT THAT YOUR VERY LOW SULPHUR FUEL IS ON SPEC AND MARPOL COMPLIANT? - GARD
KNOWLEDGE TO ELEVATE
Bunker fuel is a commodity and, like all commodities, is produced and sold according to specifications. Bunkers are usual ...
Saturday, 11 January 20
NEW PRICING COULD SPELL TROUBLE FOR CHINA'S COAL SECTOR - CHINA DIALOGUE
Benchmark coal tariffs have been the foundation of China’s electricity pricing since 2004 but this mechanism was replaced on January 1 with a ...
Saturday, 11 January 20
BALTIC BRIEFING TANKER REPORT - WEEK 2
VLCC
Escalating tensions between the USA and Iran, in addition to a continuing strong market, made for an interesting week, with rates firming ...
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- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Planning Commission, India
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Parliament of New Zealand
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
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