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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, 28 July 16
LAST WEEK ENDING UP WITH BUSIER TONES FOR SUPRAMAXES NOW COOLING DOWN - FEARNLEYS
Supramax
Last week ending up with busier tones for Supramaxes now cooling down as with index being down to 684. Average daily earnings for Supram ...
Wednesday, 27 July 16
RATES FOR THE SMALLER SIZES OVER-PERFORMED THE MARKET LAST WEEK - INTERMODAL
The decline the BDI noted last week was somewhat expected given the fact that the market has been overall firming for almost a month no ...
Wednesday, 27 July 16
GLOBAL OIL SUPPLY IS EXPECTED TO REMAIN HIGHER THAN GLOBAL CONSUMPTION IN 2016 - CHRISTOPHER WHITTY
Global oil supply is expected to remain higher than global consumption in 2016, keeping oil prices at relatively low levels this summer compared wi ...
Tuesday, 26 July 16
NORTH P&I CLUB EXPLAINS HOW TO AVOID CLAIMS FOR SELF-COOKING SOYA BEANS
KNOWLEDGE TO ELEVATE
North P&I Club has advised its members to be extra vigilant during loading and transport of soya beans to ensure they ...
Monday, 25 July 16
STRONG BUYER DEMAND PUSHING UP INDONESIAN THERMAL COAL INDICES
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.73 percent week over week to averaging $40.83 per ton this past week, shows C ...
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- Kaltim Prima Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Anglo American - United Kingdom
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
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