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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 February 19
THE BDI HAS EASED BACK TO 645 BP, ITS LOWEST LEVEL SINCE AUGUST 2016 - ALLIED
The dry bulk sector is in the doldrums, with most market participants seemingly left utterly perplexed, and simultaneously, in pursuit of any posit ...
Monday, 04 February 19
COAL STILL IN HIGH DEMAND GLOBALLY
Although the world is switching to renewable energy there is still a big demand for coal around the globe.
This is according to Cany ...
Friday, 01 February 19
ULTRAMAX WAS FIXED DELIVERY KALIMANTAN, FOR TRIP TO WEST COAST INDIA AT $7,000 - BALTIC BRIEFING
Capesize
The Vale dam tragedy sparked a sharp fall in rates across all regions even where tonnage remained tight. The potential loss of product ...
Friday, 01 February 19
SEMBCORP SELECTS NORDEN FOR LONG-TERM INDIAN CONTRACT
NORDEN A/S has signed a 10-year Panamax Contract of Affreightment (COA) with Indian utility firm Sembcorp Energy India Ltd.
From 1 A ...
Tuesday, 29 January 19
HARD COAL BEARS THE BRUNT OF THE RECOMMENDATIONS OF THE COMMISSION GROWTH STRUCTURAL CHANGE AND EMPLOYMENT - VDKI
Press Release: Hard coal bears the brunt of the recommendations of the Commission Growth Structural change and employment.
In its fi ...
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- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- The University of Queensland
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Australian Coal Association
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Oldendorff Carriers - Singapore
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Parliament of New Zealand
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- White Energy Company Limited
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- ASAPP Information Group - India
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Sinarmas Energy and Mining - Indonesia
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Deloitte Consulting - India
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
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