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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, 11 April 16
ON THE TIGHTROPE, IT CAN BE HARD TO KEEP YOUR BALANCE.... - CLARKSONS
Today’s headlines often point towards the impact of the demand side on the state of health of the shipping markets. But despite the fact that ...
Monday, 11 April 16
WEEKLY CS (I) COAL INDEX FOR 5700 GAR COAL UP 0.03 CENTS, OR ABOUT 0.06 PERCENT, TO $48.21 A TON
COALspot.com: Average 5000 GAR coal index of Indonesian origin fell 0.15 percent week over week to averaging $38.82 per ton on this past Friday, ac ...
Monday, 11 April 16
COAL IS NOT THE ENEMY TO FIGHT - ANDREA CLAVARINO, ASSOCARBONI
COALspot.com: “Coal is not the enemy to fight and electricity production from coal has an environmental impact in its lifecycle similar to na ...
Monday, 11 April 16
FORTY INDIAN COAL IMPORTERS UNDER THE DRI SCANNER FOR OVER-INVOICING : HINDU BUSINESS LINE
The Finance Ministry and the Directorate of Revenue Intelligence (DRI) of India are said to have stepped up investigations into the alleged over-in ...
Monday, 11 April 16
BDI ROSE TO ITS HIGHEST LEVEL IN FOUR MONTHS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
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- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indian Energy Exchange, India
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- The Treasury - Australian Government
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Meenaskhi Energy Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- ICICI Bank Limited - India
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Eastern Coal Council - USA
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