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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, 15 March 17
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
Over the past two weeks, the Dry Baltic Index has been on an upward trend, breaking the 1000 point mark and creating a positive sentiment for the u ...
Tuesday, 14 March 17
ORDERBOOK-TO-FEET RATIO DECREASING; THE FREIGHT MARKET IMPROVING
It seems as though the renewed optimism that has arisen from the recent upward trends being noted in the freight market, the dry bulk market has be ...
Monday, 13 March 17
PORT OF NEWCASTLE HAS SHIPPED 11.563 MILLION TONS COAL IN FEBRUARY 2017; DECLINED 12.19 PERCENT M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export ports has shipped $AU 1,4 ...
Monday, 13 March 17
INDO - INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The Freight market was continuing to firming up.
The Baltic Exchange, tracking rates for ships carrying dry bulk commodities ros ...
Friday, 10 March 17
ESTIMATED U.S. COAL PRODUCTION ALMOST FLAT WEEK ENDED MARCH 4, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Carbofer General Trading SA - India
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Parliament of New Zealand
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Goldman Sachs - Singapore
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