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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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Thursday, 07 April 16
BIMCO AND GIIGNL PUBLISH A GROUNDBREAKING VOYAGE CHARTER PARTY FOR LNG TRADE
BIMCO and the International Group of Liquefied Natural Gas Importers (GIIGNL) have today jointly issued the first definitive voyage charter party & ...
Wednesday, 06 April 16
HOW LONG SHIPPING CRISIS WILL BE; WHEN SHOULD OWNERS EXPECT THE BULK CARRIERS TO BECOME PROFITABLE? - INTERMODAL
It is the consensus that dry bulk shipping has been in a crisis for quite some time now. Bulk carrier values are at historical low levels, therefor ...
Tuesday, 05 April 16
DRY BULK REVISITS 1980S LOWS AND FACES UNCERTAIN LONGER TERM OUTLOOK - MSI | HELLENIC SHIPPING NEWS
With the market near bottom, attention is turning to the length of the downturn, the effect on asset values and the impact of broader demand side c ...
Monday, 04 April 16
THE LOADING, AND SUBSEQUENT DISCHARGE, OF UNSAFE NICKEL ORE - ALL TIME TO 'COUNT' - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In a recent, published, London arbitration award the English tribunal has held that all time lost as a result of loading, ...
Monday, 04 April 16
INDONESIA CS57 COAL INDEX SLIDES SLIGHTLY WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin fell 0.07 percent week over week to averaging $38.88 per ton on this past Friday, ac ...
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- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Thai Mozambique Logistica
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- White Energy Company Limited
- Australian Commodity Traders Exchange
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Intertek Mineral Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- The University of Queensland
- Eastern Energy - Thailand
- London Commodity Brokers - England
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
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