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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, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
Tuesday, 28 August 18
COURT CONCLUDES DELIVERY MADE IN ACCORDANCE WITH TERMS OF LOIS - INCE&CO
Glencore Agriculture BV v Navig8 Chemicals Pool Inc (Songa Winds) [2018] EWCA 1901 (Civ)
In this case, the Commercial Court fo ...
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- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- White Energy Company Limited
- Manunggal Multi Energi - Indonesia
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
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