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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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Tuesday, 18 October 16
PANAMAX: A FAIRLY POSITIVE END TO THE WEEK - ALLIED
Capesize
Things seemed to be moving sideways during the first half of the week, with resistance being felt as owners tried to resist any further ...
Monday, 17 October 16
THE FREIGHT MARKET WAS SOFTENED IN ALL SEGMENTS THIS PAST WEEK - VISTAAR
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline slightly and ending in a negative note this past ...
Friday, 14 October 16
SUPRAMAXES: DELIVERY SINGAPORE ARE SETTLING AROUND HIGH 6K'S FOR COAL TRIPS TO CHINA VIA INDO - FEARNLEY
Supramax
Wait and see attitude prevailing all over the market.
There have been several fresh cargoes, which have been efficiently covered by ...
Friday, 14 October 16
U.S. SHIPPED 3.3 MMST COAL IN JULY 2016; DECLINE 40% M/M
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.6 million short ton ...
Wednesday, 12 October 16
MARKET INSIGHT - LINOS KOGEVINAS
Another Monday has gone by, bringing with it further turbulence for oil. A series of meetings between high-production nations Russia & Saudi Ar ...
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- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- PTC India Limited - India
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
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