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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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Thursday, 13 October 22
OPEC DOWNGRADES CRUDE OIL DEMAND, AS WORLD ECONOMY ENTERS SLOWDOWN
Crude Oil Price Movements
The OPEC Reference Basket (ORB) declined m-o-m by $6.58 in September, or 6.5%, to average $95.32/b. Pressure from equ ...
Wednesday, 12 October 22
MARKET INSIGHT - INTERMODAL
Sale and Purchase activity during the first three quarters of 2022 has been remarkable.
Focusing only on Tankers and Bulkers, such v ...
Monday, 10 October 22
ENERGY TRANSITION BOOSTS GLOBAL LONG-TERM DEMAND FOR METALS - FITCH RATINGS
The energy transition will significantly increase demand for metals used in manufacturing of electric vehicles (EVs) and renewable power generation ...
Monday, 10 October 22
GLOBAL CEOS EXPECT IMPENDING RECESSION TO BE 'SHORT AND SHARP,' POLL SHOWS - CNBC
Global CEOs are anticipating a recession in the next 12 months, according to a new survey by professional services firm KPMG, which said more than ...
Thursday, 06 October 22
AUSTRALIA’S RESOURCES REVENUE TO HIT RECORD AMID UKRAINE CONFLICT - REUTERS
Australian resources and energy export earnings are forecast to jump 7% to a record A$450 billion ($290 billion) this fiscal year, bolstered by soa ...
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- Posco Energy - South Korea
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Deloitte Consulting - India
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