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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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Monday, 02 December 19
GREENER LNG IS VITAL TO ASIA'S SUSTAINABLE DEVELOPMENT - WOOD MACKENZIE
Asia struggles with the world’s worst air pollution. Delhi hit the headlines in November 2019 as levels spiked to such hazardous levels that ...
Monday, 02 December 19
5TH EAST & SOUTHERN AFRICA GAS & LNG CONFERENCE 2020
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Maputo, Mozambique
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Monday, 02 December 19
5TH DEEPWATER EAST & SOUTHERN AFRICA CONGRESS 2020
5th Deepwater East & Southern Africa Congress 2020
April 2-3
Maputo, Mozambique
5th Deepwater East & Southern ...
Sunday, 01 December 19
6TH CENTRAL & EASTERN EUROPE NUCLEAR INDUSTRY CONGRESS 2020
6th Central & Eastern Europe Nuclear Industry Congress 2020
January 20-21 | Prague, Czech Republic
Overview
6th ...
Saturday, 30 November 19
IMO2020 GLOBAL SULPHUR CUT: GERMAN SHIPPING TO USE NEW TYPE OF FUEL VDR SURVEY
IMO2020 Global sulphur cut: German shipping to use new type of fuel VDR survey: Technical issues and costs are the biggest challenges - VDR
&nb ...
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- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Mercuria Energy - Indonesia
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Tamil Nadu electricity Board
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- The University of Queensland
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Rashtriya Ispat Nigam Limited - India
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
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