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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, 23 December 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 711.1 MMST; DOWN 18.5% Y/Y - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 22 December 16
INDONESIA LACK OF EXPORT TO INDIA THIS WEEK - FERNLEYS
Supramax
While the Atlantic is keeping up with rates, the Pacific has been weaker says Astrup Fernley.
According to Astrup Fernley, backhaul ...
Wednesday, 21 December 16
THE SUPREME COURT DECISION IN OW BUNKERS - WHEN A SALE OF GOODS IS NOT A SALE OF GOODS - LEON ALEXANDER, CLYDE&CO
KNOWLEDGE TO ELEVATE
In May 2016 the Supreme Court of England & Wales gave judgment in an OW Bunkers test case entitled "Res Cogitans ...
Wednesday, 21 December 16
CLEANING THE OCEANS FROM PLASTIC - SOPHIE COTZIAS
2016 is coming to a close and it finds us in preparation for the 2017 enforcement of the Ballast Water Treatment Systems. We naturally are in thoug ...
Tuesday, 20 December 16
TRADE HAS FELT ITS BUMPS AND SHAKES THIS YEAR - GEORGE LAZARIDIS
Trade has felt its bumps and shakes this year, as growing populist protectionist and nationalist movements in the Western world start to take hold. ...
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- Central Java Power - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- PTC India Limited - India
- White Energy Company Limited
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Planning Commission, India
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Leighton Contractors Pty Ltd - Australia
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- The University of Queensland
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
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