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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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Sunday, 22 November 15
INDIA COULD PROVIDE SILVER LINING FOR SHIPPING INDUSTRY - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The rise of India as a global player in the shipping market could be just a couple of years away, as the country has the potential to become a seco ...
Friday, 20 November 15
U.S. COAL PRODUCTION FOR THE WEEK ENDING NOVEMBER '14; NO CHANGE FROM LAST WEEK
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 16.5 million shor ...
Friday, 20 November 15
NO IMPROVEMENT SEEN IN NEAR-TERM COAL DEMAND; SWAPS CLOSE LOWER
COALspot.com: Indonesian coal swap for delivery Q1 2016 declined month on month and flat on week over week. Price of coal seen no improvements this ...
Friday, 20 November 15
CHANGING CRUDE SUPPLY TRENDS MAY HELP EUROPEAN REFINERS - FITCH RATINGS
COALspot.com: Changes in global oil supply trends, including high Russian production, the expected renewal of Iranian heavy crude exports and the p ...
Thursday, 19 November 15
CHINA STEEL PRODUCTION CAPACITY TO PEAK IN 2016 - FITCH RATINGS
COALspot.com: Fitch Ratings today says that China's steel production capacity is likely to peak in 2016, with capacity elimination over the nex ...
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- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Mercator Lines Limited - India
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Goldman Sachs - Singapore
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CNBM International Corporation - China
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Siam City Cement - Thailand
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
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