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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, 15 June 19
SUPRAMAX: A 58,000-TONNER, OPEN QINGDAO, WAS BOOKED TO REDELIVER IN EAST COAST INDIA AT $6,500 - BALTIC BRIEFING
Capesize
The market closed on a quiet Friday last week after a few hectic days of mid-week trading. Trade routes from Brazil to the Far East we ...
Friday, 14 June 19
PANAMAX: OUTLOOK IS MIXED - FERNLEYS
Capesize
Sentiment changed to a more nervous tone as pacific cargo volumes failed to deliver as expected, however latest activity indicates res ...
Friday, 14 June 19
ELECTRONIC (PAPERLESS) TRADING - SKULD
KNOWLEDGE TO ELEVATE
Electronic Shipping Solutions: Bolero International Ltd, E-Title Authority Pte Ltd, Global Share S.A. (edoxOnline platfor ...
Wednesday, 12 June 19
KOSPO INVITES BIDS FOR 140,000 MT OF 4,600 NCV COAL FOR SEP. 2019 LOADING
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 140,000 MT of minimum 4,600 kcal/kg NCV coal ...
Wednesday, 12 June 19
IMO 2020 - COUNTDOWN TO 1 JANUARY 2020 -HOW WILL THE CHANGES AFFECT REFINING AND SHIPPING? - WOOD MACKENZIE
We know that the IMO’s regulations represent the biggest step change the shipping industry has ever seen and the implications will be felt th ...
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- Australian Coal Association
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- GAC Shipping (India) Pvt Ltd
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Sical Logistics Limited - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Meenaskhi Energy Private Limited - India
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Grasim Industreis Ltd - India
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
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