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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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Tuesday, 07 May 19
UNDOUBTEDLY A VERY TROUBLED YEAR FOR THE DRY BULK MARKET, SAYS ALLIED SHIPPING
Undoubtedly a very troubled year for the dry bulk market says Allied Shipping in its latest weekly report.
Thomas Chasapis, Re ...
Saturday, 04 May 19
HOW THE 'FAIR VALUE' OF COAL ASSETS IS AFFECTED BY COMMODITY CYCLES - CRU
As with any commodity, valuing coal assets can be tricky due to the cyclical nature of the market. In this insight, CRU discusses how commodity cyc ...
Friday, 03 May 19
SUPRAMAX: WITH WIDESPREAD HOLIDAYS DURING THE WEEK, THE MARKET LACKED IMPETUS - BALTIC BRIEFING
Capesize
The market last week was a tale of two halves, with substantial volatility. Beginning the week on a positive note the C5 West Australi ...
Friday, 03 May 19
COAL INDIA APRIL OUTPUT RISES 1% TO 45.29 MILLION TONNE - PTI
Coal India Ltd (CIL) Wednesday said its coal production in April 2019 rose by 1 per cent to 45.29 million tonne as compared with 44.86 million tonn ...
Sunday, 28 April 19
SUPRAMAX: A 54,000DWT VESSEL OPEN GRESIK FIXED VIA AUSTRALIA, REDELIVERY CHINA, IN THE MID $12,000S - BALTIC BRIEFING
Capesize
Following the holidays, activity increased in both the Pacific and Atlantic Basins. The 5TC average rallied, closing at $8,596, up $1, ...
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- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Australian Coal Association
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- PTC India Limited - India
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
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