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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, 17 May 16
CHINA THERMAL-POWER OVERSUPPLY TO WORSEN - FITCH
COALspot.com: The overcapacity in thermal-power generation in China is likely to worsen in 2016 to 2017, Fitch Ratings says in a new report.
F ...
Tuesday, 17 May 16
ON YOUR MARKS: TRACKING CHINESE TRADE - CLARKSONS
One of the major drivers behind the challenges currently facing many of the shipping markets has been slower demand growth. World seaborne trade gr ...
Monday, 16 May 16
INDONESIAN WEEKLY COAL INDICES AT POSITIVE LEVELS - CS (I) COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin up 0.31 percent week over week to averaging $38.94 per ton this past week, shows CS ...
Monday, 16 May 16
OPEC SEES RIVAL OIL PRODUCTION DECLINING
Crude Oil Price Movements
The OPEC Reference Basket averaged $37.86/b in April, a gain of $3.21 or 9.3%. This was 40% higher than the lows reache ...
Monday, 16 May 16
THE FREIGHT MARKET WAS WEAK AND ALL SEGMENTS EXCEPT PANAMAX WERE DOWN
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week.
The freight market was weak and a ...
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- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- PTC India Limited - India
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- The University of Queensland
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Posco Energy - South Korea
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
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