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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, 08 February 17
MARKET INSIGHT - PANOS MAKRINOS
The challenges the oil market has witnessed since the end of 2014 has resulted in a crisis for the global offshore oil and gas exploration industry ...
Tuesday, 07 February 17
WE ARE STILL RIDING ON A WAVE OF MARKET IMPROVEMENT, WITH THE GLOBAL TRADE OF MOST COMMODITIES STILL SHOWING SIGNS OF IMPROVING GROWTH - GEORGE LAZARIDIS
The end of 2016 came with a rejuvenated sentiment amongst most traders and investors, in part through the sigh of relief that 2016 was finally comi ...
Monday, 06 February 17
AFTER MONTHS OF GAINS, THE INDONESIAN GOVERNMENT DECLARED MONTHLY COAL BENCHMARK PRICE IS STEADILY DROPPING
COALspot.com: Over the past two months, the HBA of Indonesian thermal coal has dropped around 18.06 percent. It sank to $ 83.32 per ton for Februar ...
Monday, 06 February 17
THE FREIGHT MARKET CONTINUED ITS DOWNFALL IN ALL SEGMENTS
COALspot.com: Due to Lunar year holidays and celebration, the Freight market was declined in all segments week ending 27 January. The fall was cont ...
Friday, 03 February 17
KOMIPO INVITES BIDS FOR 1.13 MILLION TONS OF BITUMINOUS COAL FOR Q2' 17
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 1,130,000 Metric Tons of Bituminous coal f ...
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- Mintek Dendrill Indonesia
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Indian Oil Corporation Limited
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
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