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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, 05 January 17
CAPE MARKET HAVE KEPT SURPRISINGLY FIRM AND ACTIVE DURING THE CHRISTMAS AND NEW YEAR HOLIDAYS - FEARNLEYS
Supramax
The first week after a slow Christmas break has started off with little activity and softening rates. Not surprisingly, the market is fi ...
Thursday, 05 January 17
COMPARISON OF HONG KONG AND LONDON ARBITRATION - SKULD
KNOWLEDGE TO ELEVATE
Whilst London arbitration is the most popular platform for resolution of charterparty disputes, where the parties involved a ...
Wednesday, 04 January 17
INDONESIA'S COAL PRODUCTION IS ESTIMATED TO REACH 434 MILLION TONS IN 2016 EXCEEDED THE GOVERNMENT'S INITIAL TARGET
Indonesia's coal production is estimated to reach 434 million tons in 2016 exceeded the government's initial target. The Ministry of Energy ...
Tuesday, 03 January 17
BENGKULU TO IMPOSE TOUGHER REGULATION FOR UNPROCESSED COAL AND MINERALS EXPORTS IN 2017 - MEDIA
Bengkulu provincial government is planning to impose tougher regulation for export of coal and mineral in 2017. According to liputan6 online portal ...
Monday, 02 January 17
PORT OF NEWCASTLE SHIPPED 13.62 MMT OF COAL IN NOVEMBER; UP 4.18% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,201 Mil ...
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- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- The University of Queensland
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- White Energy Company Limited
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Australian Coal Association
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
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