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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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Wednesday, 17 April 19
LNG WESTERN AFRICA CONFERENCE 2019
The only LNG Focus Platform to Accelerate Investment and Cooperation in Western African Countries
LNG Western Africa Conference 2019 ...
Saturday, 13 April 19
IMO 2020 - DON'T SCRUB IT! - IVAR MYKLEBUST
KNOWLEDGE TO ELEVATE
Höegh Autoliners stands firm on its decision not to implement scrubbers but comply with the IMO 2020 regulations by ...
Saturday, 13 April 19
CAPESIZE: WEST AUSTRALIA TO CHINA IRON ORE CARGOES LIFTING FROM $4.60 PMT TO ABOVE $5.00 - BALTIC BRIEFING
Capesize
The market saw a steep ascent from the depths of last week. The Baltic Capesize Index (BCI) 5TC opened on Monday at $5,099, although b ...
Friday, 12 April 19
OIL MARKET REPORT: MIXED SIGNALS - IEA
The huge increase in oil production we saw in 2H18 has reversed following the implementation of the new Vienna Agreement and the increasing effecti ...
Friday, 12 April 19
OFFSHORE MENA CONGRESS 2019
Offshore MENA Congress 2019
Event Date : 11-12th Jun. 2019
Location : Cairo, Egypt
Offshore MENA Congress 2019 Offshor ...
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- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- The University of Queensland
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Minerals Council of Australia
- White Energy Company Limited
- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
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