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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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Thursday, 10 October 19
THERMAL COAL IMPORT LIKELY TO CROSS 200 MT IN 2019-20 - TIME OF INDIA
The country's overall thermal coal import is likely to cross the 200-million tonnes (MT) mark in the current financial year, according to Icra. ...
Wednesday, 09 October 19
SHIPPING MARKET INSIGHT - INTERMODAL
As we have already stated in previous insights, we had expected that the recovery on rates and activity across all segments in the offshore market ...
Thursday, 03 October 19
OIL PRICE ASSUMPTIONS UNCHANGED, NBP GAS PRICE LOWERED - FITCH RATINGS PRIMARY - FITCH RATINGS
Our oil price assumptions are unchanged, despite the recent price volatility following the attacks on Saudi Arabia's oil infrastructure, Fitch ...
Thursday, 03 October 19
SHIPPING MARKET INSIGHT
Edible oil products across the board are showing healthy amount of export activity, however, rates in most cases are struggling to move accordingly ...
Friday, 27 September 19
LOWDOWN ON INCOTERMS 2020 OVERHAUL - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
This ninth revision of Incoterms is changed in style and substance. The revisions improve certain aspects of Incoterms 20 ...
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- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- PTC India Limited - India
- Marubeni Corporation - India
- The University of Queensland
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- London Commodity Brokers - England
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