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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.
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Friday, 27 May 16
PET-COKE IMPORTS TO FACE PRESSURE IN INDIA
COALspot.com: An Indian environmental activist moved the National Green Tribunal seeking ban on the use of all forms of petroleum coke, also called ...
Friday, 27 May 16
US COAL PRODUCTION ROSE 2.9% WOW, ACCORDING TO EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.7 million short tons (mm ...
Thursday, 26 May 16
GIANT ORE CARRIERS SET TO PLAY A BIGGER ROLE IN THE GLOBAL SHIPPING FLEET: CHINA EMBRACES VALEMAXES - RICHARD SCOTT
Another phase of the giant ships era is approaching. Chinese shipowners placed orders recently for 30 huge ‘valemax’ ore carriers. Thes ...
Wednesday, 25 May 16
MEDIATION AS A WAY TO RESOLVE DISPUTES IN THE SHIPPING INDUSTRY - LANA JACOBS
KNOWLEDGE TO ELEVATE
The shipping market is currently experiencing a serious recession with the Baltic Dry Index and Baltic Capesize Index bot ...
Wednesday, 25 May 16
DRY BULK SNP MARKET DISPLAYS SIGNS OF STRENGTH - GEORGE ILIOPOULOS
Only a couple of weeks away from the world’s most prominent maritime event, the market for tankers displays an evident lack of confidence in ...
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- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Bhatia International Limited - India
- The University of Queensland
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
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