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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 February 17
CHINA SUSPENDS COAL IMPORTS FROM NORTH KOREA FROM 19 FEB
COALspot.com: China is suspended coal imports from North Korea until December 2017. China says it will suspend all imports of coal from North Korea ...
Monday, 20 February 17
OCEAN FREIGHT RATES SLIGHTLY UP WEEK OVER WEEK
COALspot.com: The Freight market was firmed up this past week. The Panamax segment was declined for the week ending 17 February 2017.
The Balt ...
Friday, 17 February 17
U.S. COAL PRODUCTION SLIPS SLIGHTLY WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million sh ...
Thursday, 16 February 17
CAPE MARKET HAVE EXPERIENCED A STRONG DOWNTURN - FEARNLEYS
Supramax
Market has shifted sides from Atlantic to Pacific, where Atlantic is now lagging behind with little action and sliding indices, notably ...
Thursday, 16 February 17
IF I PLAN TO UNDERTAKE A CHARTERPARTY WITH AN UNFAMILIAR ENTITY, WHAT STEPS CAN I TAKE TO ENSURE THE CHARTERER WILL PAY THEIR HIRE? - SHIPOWNERS' CLUB
KNOWLEDGE TO ELEVATE
Due to the difficult conditions currently existing in the shipping market, particularly in the offshore sector, Members a ...
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- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Parliament of New Zealand
- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- New Zealand Coal & Carbon
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- Bhatia International Limited - India
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Karaikal Port Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
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