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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.
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Thursday, 06 October 22
COAL INDIA ASKED TO ENHANCE SUPPLY TO THERMAL POWER PLANTS - IANS
With the festival season round the corner, Coal India Ltd. has been directed by the government to scale up dispatch to thermal power plants.
&n ...
Wednesday, 05 October 22
BUNKER PRICES DOWN AGAIN; IS THERE MORE TO COME? - INTEGR8 FUELS
It’s the economy…..”
VLSFO prices are now back to levels at the start of this year. After all the extremes of thi ...
Wednesday, 05 October 22
MARKET INSIGHT - INTERMODAL
Amid the looming western sanctions on Russia, the country is challenged to pivot its energy markets away from Europe and toward the East. Yet, Russ ...
Tuesday, 04 October 22
A REMARKABLE SHIFT IN FORTUNES HAS BEEN NOTED IN THE CRUDE OIL TANKER MARKETS - ALLIED SHIPPING
A remarkable shift in fortunes has been noted in the crude oil tanker markets over the past month, yet despite these shifts being seemingly in thei ...
Tuesday, 04 October 22
OIL PRICES COULD SOON RETURN TO $100 AS OPEC+ CONSIDERS ‘HISTORIC’ CUT, ANALYSTS SAY - CNBC
An influential alliance of some of the world’s most powerful oil producers is reportedly considering their largest output cut since the start ...
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- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Planning Commission, India
- CNBM International Corporation - China
- Bukit Asam (Persero) Tbk - Indonesia
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- Formosa Plastics Group - Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Posco Energy - South Korea
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Parliament of New Zealand
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- MS Steel International - UAE
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
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