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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, 24 October 16
DRY BULK:MARKET ENDS WEEK WITH MIXED REACTIONS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities ending with mixed direction as Cape and BDI was declined ...
Thursday, 20 October 16
THE PORT OF NEWCASTLE SHIPPED 16.97 PERCENT MORE COAL IN SEPTEMBER
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,216.7 m ...
Thursday, 20 October 16
A SUPRAMAX HAVE BEEN FIXED AT $12,500 FOR A INDIA TO BANGLADESH TRIP - FEARNLEYS
Supramax
A bit more activities with modest upturn in rates.
According to Fearnleys weekly report, US Gulf trip to Skaw-Passero has seen cons ...
Wednesday, 19 October 16
THE SHIPPING MARKET IS IN A WAIT AND SEE MODE - INTERMODAL
We are now heading towards the end of a rather volatile 2016 for the dry bulk segment. During the last 10 months there were never any clear indicat ...
Tuesday, 18 October 16
COAL PRICES KEPT CLIMBING
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 ...
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- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Australian Coal Association
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Australian Commodity Traders Exchange
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- London Commodity Brokers - England
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Thai Mozambique Logistica
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- McConnell Dowell - Australia
- Eastern Energy - Thailand
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