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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.
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Thursday, 09 August 18
RIO TINTO COMPLETES SALE OF REMAINING COAL ASSETS
Rio Tinto has completed the sale of its remaining coal assets in Queensland, Australia, for $3.95 billion.
According to a noted post ...
Wednesday, 08 August 18
CHINA DEMANDS PREMIUM IRON ORE, COAL; MINERS MIXED IMPACT - FITCH RATINGS
China’s stricter environmental regulations and structural changes in its steelmaking industry boosts ongoing demand for high-quality iron ore ...
Wednesday, 08 August 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
Singapore's shipyard business has evolved over the decades, from shipbuilding and repairs to rig building. It's now evolving again, to cate ...
Friday, 03 August 18
PHEW! ASIA, EUROPE HEATWAVE PUSHES AUSTRALIA COAL PRICES TO 6-YEAR HIGH: REUTERS
Australian thermal coal prices have hit fresh six-year highs as a heatwave across the northern hemisphere has triggered a spike in demand for coal- ...
Friday, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
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- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- VISA Power Limited - India
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Gujarat Mineral Development Corp Ltd - India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
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