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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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Wednesday, 31 May 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
In the next episode of the oil market; The market reacts to OPEC’s production cut extension, the US shale oil producers are ruining the carte ...
Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticis ...
Friday, 26 May 17
MOST COAL PLANTS IN THE UNITED STATES WERE BUILT BEFORE 1990 - EIA
Coal-fired electricity generators accounted for 25% of operating electricity generating capacity in the United States and generated about 30% of U. ...
Friday, 26 May 17
U.S WEEKLY COAL OUTPUT ESTIMATE UP 6.3% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.3 million short ton ...
Wednesday, 24 May 17
LR MARKET IT SEEMS THAT EARNINGS ARE STILL UNDER PRESSURE - INTERMODAL
As we are approaching the summer season, the Clean Product market appears poised to become more challenging, either on East or West of Suez.
L ...
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- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Indika Energy - Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Parliament of New Zealand
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
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