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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, 06 March 19
SHIPPING MARKET INSIGHT - INERMODAL
In a downward moving market, softer SnP activity is usually a given, as the gap between Sellers’ and Buyers’ ideas widens, especially w ...
Saturday, 02 March 19
A 60,500-TONNER WAS BOOKED DELIVERY SINGAPORE, VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $11,250 - BALTIC BRIEFING
Capesize
Vale’s ongoing absence from the Brazil spot market continued to have a negative impact on sentiment, with rates falling in all a ...
Thursday, 28 February 19
COAL'S PERFECT STORM HITS $70 BILLION AUSTRALIAN PROJECTS - BLOOMBERG
It’s been a tough few weeks for our coal industry.
First there was a court ruling blocking a new mine on climate change ground ...
Wednesday, 27 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
With the IMO 2020 approaching, it becomes challenging for the market to accurately explore the run-up to the deadline given that marine fuel-oil of ...
Tuesday, 26 February 19
CHINA RESTRICTS SEABORNE COAL IMPORTS - WOOD MACKENZIE
In response to news on China's Dalian port restricting seaborne coal imports, Wood Mackenzie's experts provide the following commentary.
...
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- Pipit Mutiara Jaya. PT, Indonesia
- Madhucon Powers Ltd - India
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Independent Power Producers Association of India
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Indogreen Group - Indonesia
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Cigading International Bulk Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- PTC India Limited - India
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
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