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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, 08 December 16
STABLE OUTLOOK FOR GLOBAL MINING IN 2017 : FITCH
Fitch Ratings' sector and rating outlooks for the global mining industry in 2017 are both stable, reflecting Fitch's view that prices have ...
Thursday, 08 December 16
CHINESE COAL DEMAND WOULD BE THE KEY FACTOR THAT INFLUENCE WORLD COAL PRICES IN 2017, POLL
“WHAT ARE THE KEY FACTORS THAT MAY INFLUENCE WORLD'S COAL PRICES IN 2017?”
The on-line opinion poll conducted by COALspot.com ...
Thursday, 08 December 16
PANAMAX: THE FIRM TENDENCY CONTINUES IN BOTH HEMISPHERES - FEARNLEY
Supramax
Market remained firm - true mostly within Atlantic.
Star performer USG remained its title, where Supras reached around USD 21k ...
Wednesday, 07 December 16
SHIPPING MARKET INSIGHT - THEODOROS NTALAKOS
Looking back at my previous end-of-year insights, for the last seven years, in each and every one of them, I begin with something like “there ...
Wednesday, 07 December 16
U.S. COAL PRODUCTION IS FORECAST TO INCREASE BY 2% IN 2017 - EIA
U.S. Coal production in November 2016 was 70.7 million short tons (MMst), the third time this year monthly production exceeded 70 MMst, says EIA.
...
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- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Marubeni Corporation - India
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bharathi Cement Corporation - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- McConnell Dowell - Australia
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- VISA Power Limited - India
- Heidelberg Cement - Germany
- The University of Queensland
- Standard Chartered Bank - UAE
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Carbofer General Trading SA - India
- Planning Commission, India
- Electricity Authority, New Zealand
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- PTC India Limited - India
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