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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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Monday, 08 April 19
SULPHUR 2020 - COUNTDOWN TO THE SWITCHOVER - LLOYD'S REGISTER
Sulphur 2020 (MARPOL Annex VI Reg. 14.1.3) is still dominating headlines and as we draw closer to the 1 January 2020 deadline it’s clear that ...
Monday, 08 April 19
INDONESIAN COAL PRICE REFERENCE PRICE PLUMMETS TO LOW NOT SEEN SINCE AUGUST 2017
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Sunday, 07 April 19
SHIP PASSAGE PLANS - NO ROOM FOR ERROR! - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The English High Court’s judgment in Alize 1954 v Allianz Elementar Versicherungs AG (The CMA CGM Libra) is an impo ...
Sunday, 07 April 19
IMO 2020: READY OR NOT? - WOOD MACKENZIE
New Year’s Day 2020 is firmly marked in the calendar as the refining and shipping industries prepare for change.
The International Marit ...
Saturday, 06 April 19
AUSTRALIA COAL POSTS BIGGEST WEEKLY DROP IN A DECADE AMID WEAK DEMAND - REUTERS
Australian thermal coal prices this week registered their biggest weekly fall since the financial market turmoil of a decade ago as demand plunged ...
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- Karbindo Abesyapradhi - Indoneisa
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Economic Council, Georgia
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Wilmar Investment Holdings
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Global Coal Blending Company Limited - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
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