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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, 26 October 16
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
If the finale of a thriller movie finds the leading actor successfully surviving after all the sacrifices he has made, the audience presumes this t ...
Tuesday, 25 October 16
INDONESIAN COAL PRICES MARCH HIGHER CONTINUES
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing and it is expected to rally at l ...
Tuesday, 25 October 16
THINGS ARE SLOWLY STARTING TO IMPROVE AS CORRECTIONS ARE MADE - ALLIED
It seems as though left, right and centre, all we see nowadays is the word “restructuring”.
There is restructuring amongst bankers ...
Monday, 24 October 16
KOMIPO INVITES BIDS FOR 0.78 MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Monday, 24 October 16
U.S WEEKLY COAL PRODUCTION DECLINED 3.2% TO 16 MMST WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16 million short tons ...
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- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
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