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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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Monday, 21 October 19
COAL TO PLAY SIGNIFICANT ROLE IN SOUTH AFRICA POWER MIX - MINISTER, REUTERS REPORTED
South Africa’s plans for additional power generation over the next decade will involve a variety of energy sources, with coal still playing a ...
Monday, 21 October 19
ULTRAMAX: IN ASIA, TRIPS FROM THE SINGAPORE AREA WERE PAYING BETWEEN $14,000 AND $16,000, DEPENDING ON THE VESSEL SIZE AND DURATION - BALTIC BRIEFING
Capesize
The market traded in a relatively stable supported manner in the Pacific this week while the Atlantic experienced weakening turbulence ...
Friday, 18 October 19
WHY CRUDE TANKER RATES JUST FELL (HALFWAY) BACK TO EARTH - FREIGHT WAVES
Panic drove crude-tanker rates up, very briefly, to mind-bogglingly high assessed levels of around $300,000 per day. Now, the fear factor has been ...
Friday, 18 October 19
SHORT TERM STRENGTH FOR OZ COMMODITIES - BALTIC BRIEFING
Volatility in the global commodity markets is not expected to unduly rattle Australia’s commodity outlook through 2020, but the 2021 picture ...
Friday, 18 October 19
SINGAPORE'S APEX TO LAUNCH LOW-SULFUR FUEL OIL CONTRACT AHEAD OF NEW SHIPPING RULES - REUTERS
Singapore-based Asia Pacific Exchange (APEX) will launch a low-sulfur fuel oil (LSFO) futures contract on Friday aimed at helping shipping and ener ...
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- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Aditya Birla Group - India
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Central Electricity Authority - India
- PTC India Limited - India
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- Mercuria Energy - Indonesia
- Australian Coal Association
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- The University of Queensland
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Ministry of Transport, Egypt
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
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