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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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Friday, 24 February 17
US WEEKLY COAL OUTPUT ESTIMATED AT 16.8 MMST - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Thursday, 23 February 17
ULTRA SUPRAMAX: INDONESIA TO INDIA IS GETTING AROUND $10-11K BASIS SINGAPORE DELIVERY
Supramax
The week started off quietly in the Atlantic with more activity in the Pacific basin.
According to Fearnleys weekly report, frontha ...
Wednesday, 22 February 17
TANKER MARKET INSIGHT - KATERINA RESTIS
In 2016 a session of the IMO committee in London, set the new prerequisites effective from January 2020, which will necessitate global Sulphur cont ...
Tuesday, 21 February 17
INDIA'S JANUARY COAL IMPORTS DECLINE 21.7 PERCENT YEAR -ON-YEAR TO 14.31 MT - PTI
Coal imports declined by 21.7 per cent to 14.31 million tonnes in January as the power utilities did not lift much fuel due to abundant stock avail ...
Tuesday, 21 February 17
CHINESE EXPORTS SHOWED A YEAR-ON-YEAR RISE FOR THE FIRST TIME IN TEN MONTHS; S. KOREA'S EXPORTS UP FOR PAST THREE MONTHS IN A ROW - GEORGE LAZARIDIS
We have started to some sparks of life in the commodities markets these past weeks, with prices having shown a strong push during the past couple o ...
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- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
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