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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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Friday, 02 March 18
MORE COAL INQUIRES FROM SOUTH AFRICA TO INDIA; SUPRAS FIXED CA $12K + BB - FEARNLEYS
Supramax
Better rates in Atlantic, but not too busy market just yet.
Black Sea catched improving rates for grain cargoes, where supras to Eg ...
Friday, 02 March 18
U.S. WEEKLY COAL PRODUCTION DOWN 2.7 PER CENT W/E 24 FEB, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million short tons ...
Wednesday, 28 February 18
INDIA: TEPID COAL TRAFFIC TO HIT VOLUME GROWTH AT PORTS TILL 2022 - PTI
Cargo growth at the country’s major ports is all set to moderate to 3-5 per cent per annum over the next five years due to the “sedate ...
Wednesday, 28 February 18
MARKET INSIGHT - LINOS KOGEVINAS
US Shale production continues to grow rapidly, hitting new records and with projections being revised upwardly at every turn. According to the Inte ...
Tuesday, 27 February 18
SHELL SEES POTENTIAL LNG SUPPLY SHORTAGE AS GLOBAL DEMAND SURGES
Media Release: The global liquefied natural gas (LNG) market has continued to defy expectations of many market observers, with demand growing by 29 ...
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- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Baramulti Group, Indonesia
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Sojitz Corporation - Japan
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- White Energy Company Limited
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- The University of Queensland
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Australian Coal Association
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
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