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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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Wednesday, 25 November 15
BIG CHINESE COPPER PROCESSORS DEFEND MARGINS THROUGH R&D, SAYS FITCH
Large Chinese copper processors are focusing on higher value-added products and investing in R&D to enhance their technical know-how to maintai ...
Wednesday, 25 November 15
BIMCO LAUNCHES ANTI-CORRUPTION CLAUSE FOR SHIPPING CONTRACTS WORLDWIDE
COALspot.com: BIMCO, is the world’s largest international shipping association, with 2,200 members in around 130 countries, has now launched ...
Wednesday, 25 November 15
TANKER MARKET INSIGHT - GEORGE VASTARDIS
We have already noticed obvious signs of activity mainly West of Suez, which are currently driving the clean MR market to higher levels. Over the p ...
Tuesday, 24 November 15
COAL SUPPLY PRESSURE PUTS INDONESIAN HBA IN FREE FALL
The coal industry is slowly recognizing that, the current coal price level is not a decrease in price, but a change in pricing to corresp ...
Tuesday, 24 November 15
COAL PRICES SET TO REMAIN UNDER PRESSURE UNTIL 2016 DUE TO OVER SUPPLY GLUT; H1 '16 COAL SWAPS DOWN 13% M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery slid $5 per ton (12.05%) month over month to US$ 36.50 per ton. The s ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- White Energy Company Limited
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- MS Steel International - UAE
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- The University of Queensland
- Indonesian Coal Mining Association
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Parliament of New Zealand
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
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