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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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Thursday, 05 April 18
INDONESIA TO POSTPONE NEW COAL, PALM OIL SHIPPING RULES TO 2020 - REUTERS
Indonesia will delay until 2020 trade rules requiring exporters of coal and crude palm oil to use only Indonesian-flagged vessels, government offic ...
Tuesday, 03 April 18
MARKET ANALYSIS - GEORGE LAZARIDIS
In the midst of a relatively quiet week for markets, with disruptions being caused by the Christian holidays, it seems as though we find ourselves ...
Monday, 02 April 18
THE FREIGHT RATES ARE EXPECTED TO BE FLAT TO SOFT, SAYS VISTAAR
The freight market softening to continue. Thursday, March 29, 2018, the Baltic Dry Index decreased by 42 points, reaching 1080 points.
T ...
Monday, 02 April 18
THIESS TO DELIVER $150M SENAKIN CONTRACT EXTENSION
Thiess has secured a $150 million contract extension to provide mine services at Arutmin’s Senakin coal mine in South Kalimantan, Indonesia.
...
Monday, 02 April 18
THIESS SECURES $240M SATUI EXTENSION
The successful implementation of an innovative mining plan by Thiess at the Satui coal mine in South Kalimantan, has resulted in a $240 million con ...
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- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Australian Coal Association
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Planning Commission, India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
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