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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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Saturday, 18 March 23
HEDGE TO OFFSET LNG VOLATILITY, TRADERS TOLD - BALTIC EXCHANGE
A shift in imports from Asia to Europe led to significant volatility in liquefied natural gas shipping last year, prompting industry experts to urg ...
Friday, 17 March 23
INDONESIAN COAL PRICE REFERENCE UP AROUND 2.17% IN MARCH 2023
COALspot.com: Indonesian Coal Price Reference up around 2.17% in March 2023.
According to the new HBA regulation No. 41.K/MB.0 ...
Saturday, 11 March 23
MARKET INSIGHT - INTERMODAL
Uncertainty over the recovery of Chinese demand, demand destruction in Europe, as well as weather conditions will pivot the LNG market this summer. ...
Wednesday, 08 March 23
INDONESIAN COAL REFERENCE PRICE FORMULA HAS OFFICIALLY CHANGED
Indonesian Minister of Energy and Mineral Resources has officially changed the guideline for determining the benchmark price for the sale of coal c ...
Thursday, 02 March 23
INDIA'S SEABORNE CRUDE OIL IMPORTS IN 2022 INCREASED BY 11.5% YOY - BANCHERO COSTA
2022 has turned out to be a very positive year for crude oil trade, despite the surging oil prices and risks of economic recession, Banchero Costa ...
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- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Australian Coal Association
- Attock Cement Pakistan Limited
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Thai Mozambique Logistica
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- White Energy Company Limited
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
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