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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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Monday, 28 November 16
BALTIC DRY INDEX FALLS TO 1181 POINT, DOWN 76 POINTS W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities down slightly and ending in a negative note this past wee ...
Thursday, 24 November 16
SUPRAMAX: SOUTH AFRICA STILL STRONG WITH OWNERS ACHIEVING AROUND USD 14-15K FOR TRIPS EAST - FEARNLEYS
Supramax
A positive kick-off in both the Atlantic and the Pacific. Very healthy rates within USG, some supras receiving well over 20k for trips t ...
Wednesday, 23 November 16
MARKET INSIGHT - CHRISTOPHER THOMAS WHITTY
The Organization of the Petroleum Exporting Countries (OPEC) is due to finalize a reduction in total production at its next scheduled meeting in Vi ...
Tuesday, 22 November 16
ITALY'S STEAM COAL IMPORTS EXPECTED TO DECLINE 7% Y/Y TO 15 MILLION TONS IN 2017 - ITALIAN COAL ASSOCIATION
Italy’s steam coal imports expected to decline to 15 million tons in 2017, or 7% less imports compared to 2016. The coking coal imports are e ...
Tuesday, 22 November 16
THE COMMODITIES MARKETS HAD SHOWED GREATER PROMISE SINCE THE SUMMER PERIOD - GEORGE LAZARIDIS
We have all borne witness to the sluggish pace of trade growth witnessed during the course of the past 4 years as well as the even slower pace note ...
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- Trasteel International SA, Italy
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- The University of Queensland
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Australian Coal Association
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Independent Power Producers Association of India
- Dalmia Cement Bharat India
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Indian Energy Exchange, India
- Bhatia International Limited - India
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
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