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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, 19 September 16
AFTER YEARS OF COMA, COAL BECOMES THE MOST ATTRACTIVE COMMODITY RIGHT NOW
COALspot.com: China boosted coal imports in recent months. The Chinese government’s drive to cut over capacity pushed up the demand for therm ...
Monday, 19 September 16
THE CAPE INDEX WAS UP 7.28% WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined and ending in a slightly negative note this past ...
Friday, 16 September 16
GLOBAL SHIPBUILDING: THE CHALLENGE TO REMAIN 'ACTIVE' - CHRISTOPHER PEARCE, CLARKSONS
The number of ‘active’ shipyards globally has more than halved since the start of 2009, falling to around 400 shipyards at the start of ...
Friday, 16 September 16
U.S. WEEKLY COAL OUTPUT DECLINED 6.2% TO 15.1 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.1 million short ton ...
Thursday, 15 September 16
INDONESIA MAY FACE A COAL CRISIS BY 2035!
COALspot.com: Indonesia is the world’s fourth-largest coal producer and the world’s largest thermal coal exporter may face a coal crisi ...
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- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Larsen & Toubro Limited - India
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Trasteel International SA, Italy
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- Indo Tambangraya Megah - Indonesia
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- ASAPP Information Group - India
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Thai Mozambique Logistica
- Economic Council, Georgia
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
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