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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, 23 May 17
TANKERS WEEKLY MARKET NOTE - ALLIED
It’s been a turbulent couple of weeks on the oil front, with the effectiveness of OPEC’s policy being under debate amongst most traders ...
Monday, 22 May 17
THE SHIPPING INDEX DECLINES AGAIN
COALspot.com: The Freight market again decline this past week, as BDI and all other indexes show a negative trend week over week.
The Baltic E ...
Friday, 19 May 17
U.S WEEKLY COAL OUTPUT UP 1.2% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.5 million short ton ...
Thursday, 18 May 17
SUPRAMAX : COAL TRIPS TO CHINA WITH VESSELS OPEN INDO HAVE BEEN FIXED AROUND $8000
Supramax
Atlantic market has stayed quiet with no substantial developments.
Cont to Med scrap cargoes have concluded around 11k says Fearnle ...
Thursday, 18 May 17
SOUTHEAST ASIA CAN ACCELERATE ACHIEVEMENT OF PARIS AGREEMENT GOALS - WCA
Low emissions coal in Asia reduces more CO2 emissions than renewable investment in Western Europe.
Investing in low emissions coal plants in S ...
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- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- PTC India Limited - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- GN Power Mariveles Coal Plant, Philippines
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- White Energy Company Limited
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- Planning Commission, India
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Petron Corporation, Philippines
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Karbindo Abesyapradhi - Indoneisa
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