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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, 17 November 16
FROTHY THERMAL COAL PRICES POINT TO DOWNSIDE PRESSURES IN 2017 - FITCH
Fitch Ratings says in an Outlook Report that the Asian thermal coal industry will remain under pressure in 2017 due to more-than-adequate capacity ...
Thursday, 17 November 16
CHINA STEEL EXPORTS TO REMAIN HIGH IN 2017, FITCH SAYS
Fitch Ratings expects Chinese steel exports to remain at around 100 million metric tons (Mt) in 2017, due to flat 'apparent' consumption an ...
Wednesday, 16 November 16
SHIPPING MARKET INSIGHT
Going through a relatively interesting second half of the year so far in the ship repair sector, we are experiencing a volatile climate of differen ...
Tuesday, 15 November 16
CHINA, FOR MANY YEARS NOW HAS SERVED AS A MAJOR GROWTH ENGINE FOR ASIA - ALLIED SHIPPING RESEARCH
It’s been a turbulent couple of days after the announcement of the U.S. Presidential results in the early hours of Wednesday.
After week ...
Monday, 14 November 16
KOMIPO'S SEOCHEON POWER PLANT TO IMPORT 240,000 MT OF SEMI / ANTHRACITE COAL FOR Q1'17
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 240K mt of Semi-Anthracite and Anthracite Coal f ...
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- Sical Logistics Limited - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Cement Manufacturers Association - India
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- White Energy Company Limited
- Chettinad Cement Corporation Ltd - India
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Videocon Industries ltd - India
- ASAPP Information Group - India
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
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