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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, 29 October 18
SUPRAMAX: THE ASIAN AREA SAW FALLING RATES, WITH A 61,000DWT FIXING DELIVERY KOHSICHANG TRIP VIA INDONESIA, REDELIVERY INDIA, AT $10,500 - BALTIC BRIEFING
Capesize
A market of two halves for most of the week with rates in the Atlantic firming and easing in the East for most of the week, but then, ...
Friday, 26 October 18
SHIP OPERATING COSTS EXPECTED TO RISE IN 2018 AND 2019 - MOORE STEPHENS
Total vessel operating costs in the shipping industry are expected to rise by 2.7% in 2018 and by 3.1% in 2019, according to our latest survey.
...
Friday, 26 October 18
SEVERAL CONTRACTIONS IN GLOBAL STEEL PRODUCTION - JEFFREY LANDSBERG
World Steel Association data released today shows that global crude steel production totaled approximately 151.7 million tons in September. T ...
Thursday, 25 October 18
WHAT DOES THE "IMO 2020" REGULATION REALLY SAY? A QUICK GUIDE - BIMCO
KNOWLEDGE TO ELEVATE
The shipping industry has all eyes firmly fixed on the topic, but what exactly do the “IMO 2020” global sulph ...
Wednesday, 24 October 18
MARKET INSIGHT - NASSOS SOULAKIS
Looking at 2018 SnP activity, it is evident that Greek, Chinese and North European (German and Norwegian) owners are the top buying nationalities, ...
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- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- White Energy Company Limited
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Planning Commission, India
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- IEA Clean Coal Centre - UK
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