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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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Thursday, 15 September 16
CAPESIZE: LAST WEEK ENDED ON A VERY STRONG NOTE MAINLY DRIVEN BY A ACTIVE BRAZIL MARKET - FEARNLYS
Supramax
With holidays in the eastern hemisphere beginning this week, the sentiment and activity level has been decreasing.
In the Pacific, ...
Wednesday, 14 September 16
THE DRY BULK MARKET REACHED LEVELS LAST SEEN BACK IN 2015 - INTERMODAL
In an earlier column we commented that we are undergoing “shipping’s new (ab)normal” with constrained financing, shift in demand ...
Wednesday, 14 September 16
THE PORT OF NEWCASTLE SHIPPED 12.48 MMT OF COAL IN AUGUST; AVERAGE SELLING PRICE WAS $AU 83.33
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU $1,040.4 ...
Tuesday, 13 September 16
CAPESIZE: BIG STRENGTH SEEN IN THE MARKET THIS WEEK - ALLIED
Capesize - Big strength seen in the market this week, with an upbeat in sentiment amongst owners helping pull up rates fairly quickly and many hold ...
Monday, 12 September 16
THE CAPE MARKET HAS GAINS ON WEEK; THE CAPE INDEX SETTLING AT 1566 POINTS ON FRIDAY
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 ...
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- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Australian Coal Association
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Planning Commission, India
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Ind-Barath Power Infra Limited - India
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- White Energy Company Limited
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Indika Energy - Indonesia
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- Gujarat Electricity Regulatory Commission - India
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