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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, 04 April 16
CAPE INDEX JUMPED 70% WEEK ON WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
Friday, 01 April 16
ASSESSING THE DRY BULK MARKET AT ROCK BOTTOM - CLARKSONS
While the opening months of the year are typically a weak period for the dry bulk market, the downturn so far this year has been severe. Earnings h ...
Friday, 01 April 16
NINE AM - TIME TO GET AN INDONESIAN LANGUAGE VERSION OF YOUR CHARTERPARTIES - CLYDE & CO
KNOWLEDGE TO ELEVATE
For several years, Indonesian law (Article 31, Law Number 24 of 2009) has required that memoranda of understanding (" ...
Friday, 01 April 16
U.S. COAL PRODUCTION UP SLIGHTLY WEEK OVER WEEK - EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 11.6 million shor ...
Thursday, 31 March 16
CAPE: ANOTHER UNEVENTFUL WEEK WITH FIXTURES CONCLUDED AT LAST DONE LEVELS - FEARNLEYS
Cape
Another uneventful week with fixtures concluded at last done levels, CS levels remain around the USD 3 mark, whilst C3 is still just short o ...
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- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Intertek Mineral Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Sarangani Energy Corporation, Philippines
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Australian Coal Association
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
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