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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, 01 July 19
COAL DEMAND RISES, BUT REMAINS BELOW PEAK LEVELS - FORBES
This article is the third in a series on BP’s recently-released Statistical Review of World Energy 2019. The Review provides a comprehensive ...
Saturday, 29 June 19
ULTRAMAX: FROM SOUTHEAST ASIA MORE COAL WAS ENTERING THE MARKET - BALTIC BRIEFING
Capesize
The market showed variability over the past week, as most routes were active yet sentiment differed from region to region. The Pacific ...
Wednesday, 26 June 19
SHIPPING MARKET INSIGHT - INTERMODAL
As the first half of the year is almost over, it is worth looking back at the sale and purchase activity during these months, focusing on the segme ...
Tuesday, 25 June 19
THERMAL COAL FUTURES ON THE ZHENGSHOU EXCHANGE ROSE - DANIEL HYNES
Coal markets were buoyed by ongoing supply side issues.
According to Daniel Hynes, Senior Commodity Strategist of ANZ, the the ...
Monday, 24 June 19
KOMIPO INVITED BITUMINOUS COAL BIDS FOR BORYEONG & SHIN BORYEONG POWER PLANTS
South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 260,000 MT MT of min. 5700 NAR coal and 240,000 MT of min. 4,600 k ...
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- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- White Energy Company Limited
- Australian Coal Association
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- The University of Queensland
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- International Coal Ventures Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Parliament of New Zealand
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- SMC Global Power, Philippines
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