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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.
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Wednesday, 12 October 16
INDIAN STEELMAKERS' DELEVERAGING AT RISK ON COKING COAL PRICE JUMP - FITCH
The sharp increase in coking coal prices since August 2016 could squeeze Indian steelmakers' profitability and threaten their deleveraging, Fit ...
Wednesday, 12 October 16
UK SEABORNE COAL IMPORT PLUNGES 64% AS A WORRYING TREND LURKS - BIMCO
The main exporters of thermal coal for coal- fired power plants to the United Kingdom (UK) have experienced a heavy decline in seaborne cargo volum ...
Monday, 10 October 16
INDONESIAN COAL PRICE REFERENCE HITS HIGHEST LEVELS SINCE SEPTEMBER 2014
COALspot.com: The Indonesia coal benchmark price hits to its highest level since September 2014. The government declared benchmark prices for Indon ...
Monday, 10 October 16
THE FREIGHT MARKET FIRMS UP ON STRONG CAPE PERFORMANCE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose again and ending in a positive note this past week. ...
Friday, 07 October 16
INDONESIA'S DEMAND FOR COAL REMAINS STRONG: BP
Indonesia's domestic demand for coal shows no sign of slowing down as the country is banking on its coal abundance to meet the country' ...
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- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- PTC India Limited - India
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- ICICI Bank Limited - India
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Karaikal Port Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
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