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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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Friday, 13 May 16
COAL CARGOES - SOME RECENT DEVELOPMENTS: SWEDISH CLUB
KNOWLEDGE TO ELEVATE
Indonesia continues to be amongst the world’s major exporters of coal, some 426Mt being traded in 2013 mostly to In ...
Friday, 13 May 16
US WEEKLY COAL PRODUCTION IS RUNNING 33% BELOW THE SAME PERIOD IN 2015 - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 10.9 million short tons (mm ...
Friday, 13 May 16
DRY BULK SHIPPING MARKET RECOVERY WILL BE A LONG, HARD-FOUGHT BATTLE - HELLENIC SHIPPING NEWS
Anyone who expects a strong rally in dry bulk market rates to end the industry’s downturn will be bitterly disappointed. By contrast – ...
Wednesday, 11 May 16
U.S. FORECAST COAL PRODUCTION IS EXPECTED TO DECLINED BY 150 MMST IN 2016; THE LARGEST DECLINE SINCE 1949 - EIA
COALspot.com: EIA estimates that U.S. coal production in April was 46 million short tons (MMst), a 6 MMst (12%) decrease from the previous month an ...
Wednesday, 11 May 16
MARKET INSIGHT - KATERINA RESTIS
On Saturday 7th May, Riyadh replaced the long-serving oil minister of more than two decades, Ali-Al-Naimi, as part of a major government overhaul, ...
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- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Eastern Coal Council - USA
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Indogreen Group - Indonesia
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Chamber of Mines of South Africa
- GN Power Mariveles Coal Plant, Philippines
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
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