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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, 01 September 16
SUPRAMAX GETTING LEVELS OF MID/HIGHER 7K DELIVERY SINGAPORE FOR TRIPS TO CHINA AND AROUND 9K FOR DIRECTION INDIA - FEARNLEYS
Supramax
This week started slower with London on bank holiday Monday. The south east Asian market seems to have been taking a breather with chart ...
Thursday, 01 September 16
AUSTRALIA'S NEWCASTLE PORT SHIPPED 2.33 PERCENT MORE COAL IN JULY
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.10 bill ...
Wednesday, 31 August 16
THE DRY BULK MARKET MANAGED TO FIND FURTHER SUPPORT DURING THE LAST DAYS OF THE SUMMER SEASON - INTERMODAL
The Dry Bulk market managed to find further support during the last days of the summer season, with the BDI climbing above 700 last Friday, reachin ...
Tuesday, 30 August 16
THE SUDDEN SURGE IN IRON ORE TRADE HAS CREPT UP ON THE MARKET THIS PAST WEEK - GEORGE LAZARIDIS
The sudden surge in Iron ore trade has crept up on the market this past week bringing about a change in the prospects for Capes. Continued increase ...
Monday, 29 August 16
THE 5000 GAR THERMAL COAL INDEX HAS STRENGTHENED BY 9.90% SINCE JANUARY
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing upward and it is expected to ral ...
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- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Karaikal Port Pvt Ltd - India
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Grasim Industreis Ltd - India
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- PowerSource Philippines DevCo
- PTC India Limited - India
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
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