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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, 27 January 17
U.S WEEKLY COAL OUTPUT RISES FOR THIRD STRAIGHT WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Wednesday, 25 January 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
Remember that old but classic song called “Destination Unknown”? Well that is where the oil market is heading right now. The song made ...
Tuesday, 24 January 17
MARKET UPDATE - ALLIED
This week at the World Economic Forum in the Swiss resort of Davos we had a historic first via the attendance and speech given by China’s pre ...
Monday, 23 January 17
THE PORT OF NEWCASTLE SHIPPED $AU 15.279 BILLION WORTH OF 161.399 MILLION TONS OF COAL IN 2016
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,453.1 M ...
Monday, 23 January 17
THE FREIGHT MARKET DID NOT CHANGE MUCH AND WAS ALMOST AT SAME LEVELS AS LAST WEEK
COALspot.com: The Freight market did not change much and was almost at same levels as last week.
The Baltic Exchange, tracking rates for ships ...
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- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Thai Mozambique Logistica
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
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