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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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Monday, 20 June 16
THE BDI HAS FELL 23 POINTS WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined this past week. The BDI was fell 3.77 percent fr ...
Friday, 17 June 16
CHINA'S NEW POLICY TO REDUCE WASTE IN RENEWABLE ENERGY - FITCH
Chinese renewable energy producers are likely to benefit from a new policy that guarantees a minimum amount of solar and wind power is purchased in ...
Friday, 17 June 16
KOMIPO INVITES BIDS FOR BITUMINOUS COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Friday, 17 June 16
U.S WEEKLY COAL PRODUCTION UP 7.7% - EIA
COALspot.com – U.S., the world’s one of the largest coal producer has produced approximately totalled an estimated 12.9 million short t ...
Wednesday, 15 June 16
THE DRY BULK PRICES CORRECTED UPWARDS ROUGHLY 15% - KONSTANTINOS KONTOMICHIS
Once more, the international shipping community turned its attention to Greece and more specifically to Attica that hosted Posidonia, the biggest m ...
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- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Economic Council, Georgia
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Ministry of Mines - Canada
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- San Jose City I Power Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Cement Manufacturers Association - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
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