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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, 04 April 17
THE IRON ORE HAS BEEN ABLE TO KEEP ITS GROWTH PATH FAIRLY WELL; THERE IS STILL ONE PART OF THE WORLD THAT IS STILL HEAVILY COMMITTED TO COAL
With the close of March having let us with a very positive after taste and having witnessed near the end of the month the Baltic Dry Index at its h ...
Monday, 03 April 17
WORLD COAL TRADE STABLE IN 2016: DEMAND SHIFTS TO SOUTH-EAST ASIA - ASSOCARBONI
ASSOCARBONI: Coal confirmed as the leading fuel for electricity generation, accounting for 40% of overall production in 2016.
World coal trade ...
Monday, 03 April 17
DRY BULK RATES CONTINUING TO FIRMING UP
COALspot.com: The Freight market was continuing to firming up. Baltic Panamax Index rose 12.81 percent week over week.
The Baltic Exchang ...
Friday, 31 March 17
U.S. COAL PRODUCTION INCREASE SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.5 million short tons ...
Thursday, 30 March 17
WHERE AN AGREEMENT FAILS TO DELIVER - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
Watson Farley & Williams acted for MRI Trading AG in a leading case on ‘agreements to agree’ that was fin ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Parliament of New Zealand
- Marubeni Corporation - India
- Larsen & Toubro Limited - India
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- ASAPP Information Group - India
- The Treasury - Australian Government
- PTC India Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Australian Commodity Traders Exchange
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Electricity Generating Authority of Thailand
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
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