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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, 23 November 15
NEGATIVE 2016 OUTLOOK FOR WESTERN EUROPEAN STEEL - SAYS FITCH RATINGS
COALspot.com: European steel in 2016 are both negative for the sector and for issuer ratings.
This reflects our expectation that import levels ...
Monday, 23 November 15
DRY BULK MARKET: NET FLEET GROWTH IS SLOWING DOWN, AS SHIP OWNERS ARE LOOKING FOR WAYS TO ALLEVIATING MARKET MELTDOWN - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has been in “meltdown” mode for a few weeks now, unable to find support and avoid the fall in historical lows. As s ...
Monday, 23 November 15
CS50 COAL INDEX CLOSED AT $40.27 PER TON; FELL 0.15% FROM LAST WEEK
COALspot.com: The 5700 GAR CS (i) coal index fell by US cents 3 per ton week over week on 20 November 2015. CS 57 (5700 GAR coal) index closed at U ...
Monday, 23 November 15
CFR SOUTH CHINA COAL SWAPS FALL FURTHER ON LOW DEMAND
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery declined US$ 6.75 (13.99%) per ton month over month.
A commodity swa ...
Sunday, 22 November 15
INDONESIA TO INDIA FREIGHT RATES TO REMAIN DULL NEXT WEEK
COALspot.com: The BDI was down to historical lows closing at 498 points which is down by almost 95.77 per cent compared to 11,800 points in 2008.
...
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- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Sojitz Corporation - Japan
- The University of Queensland
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- San Jose City I Power Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Sakthi Sugars Limited - India
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Wilmar Investment Holdings
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
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