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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, 07 December 16
IT'S BEEN YET ANOTHER TURBULENT COUPLE OF DAYS..... - GEORGE LAZARIDIS
It’s been yet another turbulent couple of days, with a significant number of news headlines shaking up markets.
On Friday we had & ...
Monday, 05 December 16
INDIAN HYDROPOWER PRODUCTION AT LOWEST LEVEL SINCE 2012, SAYS COMMODORE RESEARCH
According to Commodore Research, the first eleven months of this year have seen India’s overall electricity production total approximately 1. ...
Monday, 05 December 16
THE DECEMBER 2016 HBA HITS TO ITS HIGHEST LEVEL SINCE MAY 2012
COALspot.com: The Indonesia coal benchmark price hits to its highest level since May 2012. The government declared benchmark prices for Indo ...
Monday, 05 December 16
BALTIC PANAMAX INDEX UP 5.98%; BALTIC CAPE INDEX FELL 2.52% W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rally slightly continues this past week and ending on a s ...
Sunday, 04 December 16
U.S. WEEKLY COAL OUTPUT DECLINED 11.9% W/E 26 NOV; UP 1.4% Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million short ton ...
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- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Economic Council, Georgia
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- The University of Queensland
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Therma Luzon, Inc, Philippines
- Jindal Steel & Power Ltd - India
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
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