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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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Tuesday, 29 January 19
CHINA HAS BEEN THE TOP DRIVER OF GLOBAL GROWTH FOR NEARLY TWO DECADES - ALLIED
China has been the top driver of global growth for nearly two decades now, pushing demand for seaborne trade and being the key influencer for deman ...
Saturday, 26 January 19
SUPRAMAX: NICKEL ORE RUNS SAW A 56K DWT VESSEL, DELIVERY PHILIPPINES, FIXED FOR A TRIP TO CHINA AT $6K - BALTIC BRIEFING
Capesize
A week of dashed hopes for owners as the optimism evident the previous week evaporated. Rates slipped on all routes and underlying thr ...
Thursday, 24 January 19
ANOTHER DISAPPOINTING WEEK FOR PANAMAX OWNERS; MARKET CONTINUES DOWN IN BOTH BASINS - FEARNLEYS
Capesize
The week has been marked by low activity and dropping rates in both basins. As usual, supply additions have increased at the beginning ...
Thursday, 24 January 19
KOREA SOUTHERN POWER INVITED BIDS FOR 960K MT OF 4600 NCV COAL FOR THREE YEARS
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 4,600 kcal/kg NCV low calo ...
Tuesday, 22 January 19
9TH GLOBAL MANUFACTURING SUPPLY CHAIN INNOVATION SUMMIT 2019
Rethinking the supply chain in manufacturing is a must at the digital era along with the industry transforming and innovating; new manufacturing is ...
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- Xindia Steels Limited - India
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Standard Chartered Bank - UAE
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Bayan Resources Tbk. - Indonesia
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Videocon Industries ltd - India
- The Treasury - Australian Government
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Riau Bara Harum - Indonesia
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
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