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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, 21 March 17
JAPAN'S RENEWED COMMITMENT TO COAL - BENJAMIN SPORTON
Japan is one of the largest economies in the world, and has long been a major consumer and importer of energy and a leader in energy technology dev ...
Monday, 20 March 17
IS THE DRY BULK INDUSTRY STILL ON TRACK FOR PROFITABILITY IN 2019? - PETER SAND
The industry remains well on target for profitable freight rates in 2019! This relies however, on the projected fleet supply growth rate of 0% in 2 ...
Friday, 17 March 17
U.S WEEKLY COAL OUTPUT VOLUME SLIDES 6.5 PERCENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.7 million short ton ...
Thursday, 16 March 17
CHINA IMPOSING TOUGHER CONTROLS ON LOW-QUALITY COAL IMPORTS
China is ramping up controls on imports of low-quality coal due to concerns about smog and overcapacity in the world’s top coal consumer, a g ...
Thursday, 16 March 17
CAPESIZE: SHOWING STRENGTH; PANAMAX: VERY QUIET - FEARNLEYS
Supramax
The Atlantic market faced less activity from the USG whereas at the Cont tonnage seemed to tighten up with more cargoes emerging. Despit ...
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- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Minerals Council of Australia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Thiess Contractors Indonesia
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
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