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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, 02 May 16
INDIA'S GANGAVARAM PORT SETS ALL INDIA RECORD FOR NON-COKING COAL DISCHARGE
COALspot.com: Gangavaram Port, the deepest and the most modern port in India, has created yet another historical milestone record by discharging 15 ...
Monday, 02 May 16
CS (I) 5000 GAR COAL INDEX CLOSES 0.11% HIGHER, 5700 GAR COAL RISES 0.07% W/W
COALspot.com: Average 5000 GAR coal index of Indonesian origin up 0.28 percent week over week to averaging $38.78 per ton on this past Friday, acco ...
Monday, 02 May 16
FREIGHT RATES ARE EXPECTED TO BE FLAT TO SOFT THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
Saturday, 30 April 16
40 YEARS OF HANDLING COAL AT THE BTW IN WILHELMSHAVEN UNDER THE RHENUS FLAG
Press Release: The first bulk carrier with coal on board docked at the Bulk Terminal Wilhelmshaven (BTW), which is operated by Rhenus Midgar ...
Friday, 29 April 16
U.S. COAL IMPORTS IN Q4' 15 DECLINED TO 2.7 MMST FROM 3 MMST IN Q3' 15
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 10.3 million short tons (mm ...
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- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- The University of Queensland
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
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