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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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Tuesday, 19 July 16
INDONESIAN THERMAL COAL INDEXES CONTINUALLY FIRM UP ON ROBUST BUYING INTEREST - CS COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose One percent week over week to averaging $40.38 per ton this past week, shows CS ...
Monday, 18 July 16
FROM PIT TO PORT: DRY BULK NEEDS A NEW PATH TO PROFITABILITY - TOC EUROPE
During the golden years for commodities, from 2005 to 2014, high demand and big profit margins pushed companies to produce more and more, sacrifici ...
Monday, 18 July 16
BALTIC DRY INDEX REMAIN FIRM, UP BY 5.97 WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to remain firm with all segments ending in posi ...
Friday, 15 July 16
US COAL PRODUCTION DOWN 8.4% WEEK-OVER-WEEK
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 12.9 million short tons (mms ...
Thursday, 14 July 16
SHIPPING'S HALF YEAR REPORT - 'MUST DO BETTER' - CLARKSONS
It’s the time of year, with the school holidays and end of term approaching, that many pupils will nervously take home their school reports t ...
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- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Independent Power Producers Association of India
- Australian Coal Association
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- PTC India Limited - India
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Antam Resourcindo - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
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