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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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Friday, 09 September 16
U.S. WEEKLY COAL OUTPUT DECLINED SLIGHTLY TO 16.1 MMST, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 09 September 16
CAPESIZE: THE SENTIMENT IS SOLID, SAYS FEARNLEYS
Supramax
A quiet start with Labour Day celebrations in the United States leading to very little being reported from the Atlantic basin. Supramaxe ...
Thursday, 08 September 16
U.S. COAL EXPORTS IN JUNE 2016 UP 29% COMPARED TO MAY 2016, SAYS EIA
U.S. coal production in August was 71 million short tons (MMst), which is 6 MMst (9%) higher than in the previous month and 12 MMst (14%) lower tha ...
Wednesday, 07 September 16
WEEKLY MARKET (TANKER) REPORT - INTERMODAL
What goes around comes around! The Shipping industry is infamous for its seasonality and cyclicality and the tanker sector is no exception to these ...
Tuesday, 06 September 16
INDO GOVT. SETS SEPTEMBER COAL REFERENCE PRICE AT US$ 63.93 PER TON; JUMP 20.17% YTD
COALspot.com: The Indonesia coal benchmark price hits to its highest level since April 2015. The government declared benchmark prices f ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Australian Coal Association
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- Oldendorff Carriers - Singapore
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- The University of Queensland
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Planning Commission, India
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Interocean Group of Companies - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
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