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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, 05 December 18
WORLD COAL PRICES FALL, WITH INDONESIA BENCHMARK FOR DECEMBER, ENDING AT LOWEST SINCE JUNE 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 05 December 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
Is the rise in crude carrier rates driven only by seasonality, or is the recent positive reversal signaling the end of challenging days for the mar ...
Monday, 03 December 18
WCA'S ENGAGEMENT AT COP24 IN KATOWICE - WCA
The 24th Conference of the Parties (COP) to the UN Framework Convention on Climate Change (UNFCCC) will take place from the 2-14 December 2018 in K ...
Monday, 03 December 18
SUPRAMAX: FIXED DELIVERY KALIMANTAN TO WEST COAST INDIA, AT $11000 - THE BALTIC BRIEFING
Capesize
A roller-coaster week for the big ships with hopes soaring at the start for a mini last quarter revival, only to be dashed as the week ...
Sunday, 02 December 18
TRADE WAR LEADING TO HEADWINDS FOR THE FRAGILE DRY BULK RECOVERY - PETER SAND, BIMCO
The first twelve weeks of the 2018/19 marketing year, which started on 1 September 2018, have painted a dire picture for US soya bean exports which ...
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- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Planning Commission, India
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- PTC India Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- The University of Queensland
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
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