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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, 04 August 16
INDONESIAN COAL PRICES ARE STARTING TO ZOOM HIGHER; HBA ROSE 10.13% TO US$ 58.37 PER TON
COALspot.com: The Indonesia coal benchmark price hits to its highest level since August 2015.
The Director General of Mineral and Coa ...
Thursday, 04 August 16
BREXIT: IMPLICATIONS FOR GLOBAL SHIPPING AND SEA TRADE - EVERSHEDS
The buzzword for the post-Brexit landscape both in Europe and further afield is ‘uncertainty’. No-one really knows the long term effect ...
Wednesday, 03 August 16
RECAAP INFORMATION SHARING CENTRE ISSUES SPECIAL REPORT ON THE ABDUCTING OF CREW FROM SHIPS IN WATERS OFF EASTERN SABAH AND SOUTHERN PHILIPPINES - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In the light of three incidents where the crew of tug boats were abducted in the waters off Eastern Sabah and Southern Ph ...
Wednesday, 03 August 16
SHIPPING MARKET INSIGHT - EVA TZIMA
The Good…
Demand. Amidst all the unprecedented geopolitical turmoil and shifts in the likes of Brexit, the IMF lowered last month its glob ...
Wednesday, 03 August 16
SHIP TRADING AND ORDERING CLOSE TO A STALEMATE AS SUMMER LULL KICKS IN
With newbuilding activity already at a near standstill since the start of the year, most of 2016’s trading activity in shipping was evident i ...
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- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- PTC India Limited - India
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- LBH Netherlands Bv - Netherlands
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Anglo American - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Borneo Indobara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- Port Waratah Coal Services - Australia
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
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