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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, 28 September 16
WITHOUT A DOUBT FREIGHT RATES HAVE MOVED UP A BIT TO HEALTHIER LEVELS - INTERMODAL
As we are approaching Q4, it is interesting to perform a review of the last nine months with respect to the second-hand prices of Supramax and Pana ...
Tuesday, 27 September 16
THE CAPESIZE RATE OF INCREASE HAS BEEN IMPRESSIVE, UP 39% W/W AND 123% MONTH TO DATE - ALLIED
The Dry bulk market has seen a rare shine in its performance as the capesize sector manages to rally at an unprecedented rate compared to its perfo ...
Monday, 26 September 16
COAL PRICES HAVE BEEN MOVING STEADILY HIGHER AFTER YEARS OF DECLINE
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 ...
Monday, 26 September 16
THE FREIGHT MARKET WAS FIRM; ALL SEGMENTS WERE UP THIS PAST WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week. The BD ...
Friday, 23 September 16
"COLLATERAL LIES" DO NOT NECESSARILY UNDERMINE AN INSURANCE CLAIM
KNOWLEDGE TO ELEVATE
An insured was not precluded from recovering under an insurance policy even though it had made a false statement during t ...
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- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Coalindo Energy - Indonesia
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- The University of Queensland
- PNOC Exploration Corporation - Philippines
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Latin American Coal - Colombia
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
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