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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, 14 December 16
20/20 VISION! - JOHN N. COTZIAS
2020; A year that could be changing shipping. In early November, the International Maritime Organization (IMO) announced that it would set a 0.5% s ...
Tuesday, 13 December 16
THE FREIGHT MARKET MAY WELL BE SHOWING SIGNS OF HEADING FOR ITS DOWNWARD CORRECTIVE PHASE - ALLIED
2016 has been a tough market for dry bulkers and through these difficult earnings, we have seen some of the lowest prices being noted historically ...
Tuesday, 13 December 16
COAL DEMAND GROWTH TO STALL AS APPETITE WANES, ACCORDING TO IEA
Growth in global coal demand will stall over the next five years as the appetite for the fuel wanes and other energy sources gain ground, according ...
Monday, 12 December 16
U.S. WEEKLY COAL PRODUCTION TOTALS 16.3 MMST, UP 7.4% - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.3 million short ton ...
Monday, 12 December 16
INDONESIA TO INDIA FREIGHT RATES ARE EXPECTED TO BE SOFT THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this past week and ending on a negative note week ...
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- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Economic Council, Georgia
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- San Jose City I Power Corp, Philippines
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Vizag Seaport Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
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