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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, 21 November 16
CHINA IS ESTIMATED TO SEE HIGHEST IMPORTED COAL DEMAND LEVEL IN 2017, POLL SAYS
“Which country is estimated to see highest imported coal demand level in 2017?”
The on-line opinion poll conducted by COALsp ...
Monday, 21 November 16
KOMIPO IS LOOKING FOR 140K MT OF SUB-BITUMINOUS COAL FOR FEB-MAR 2017 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 140,000 Metric Tons of Sub-Bituminous coal for i ...
Monday, 21 November 16
BALTIC DRY INDEX SURGES TO 1257 POINTS W/E 18 NOV; BPI ROSE 37.3% W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rally continues this past week and ending on a positive n ...
Friday, 18 November 16
CAPESIZE: THE COMMODITIES PRICES ARE INCREASING, RESULTING IN MORE DEMAND AND CONSEQUENTLY RATES ARE MAKING A BIG JUMP - FEARNLEYS
Supramax
Apart from booming S. Africa where owners have obtained USD 14-15k to MEG/India and around mid USD 12k to China, the Pacific market has ...
Friday, 18 November 16
U.S. WEEKLY COAL PRODUCTION TOTALS 16.8 MMST, DOWN 0.8%, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
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- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- White Energy Company Limited
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- The University of Queensland
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
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