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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, 05 November 15
INFORMATION EXCHANGE GROUP'S LATAM MINING SECURITY SUMMIT 2016 - INTERNATIONAL CONFERENCE ON TECHNOLOGY SECURITY IN MINING
Press Release: LATAM Mining Security Summit 2016 is a carefully designed event that will bring together the leading stakeholders in the mining sect ...
Wednesday, 04 November 15
MARKET INSIGHT - CHRISTOPHER THOMAS WHITTY
Four companies dominate global iron ore production, namely; BHP Billiton, Vale, Rio Tinto, and Fortescue Metals Group. Together these companies con ...
Wednesday, 04 November 15
FOB RICHARDS BAY COAL SWAPS GAIN W-W AND M-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q4' 2015 gained week over week and month over month.
The Q4 swap was up US$ 1.4 ...
Tuesday, 03 November 15
THE DISCHARGE OF CARGO IN THE PRC WITHOUT ORIGINAL BILLS OF LADING - CLYDE&CO
KNOWLEDGE TO ELEVATE
On occasions, a vessel may arrive at a port and be ready to discharge but the original bills of lading in respect of the ...
Tuesday, 03 November 15
API 5 FOB NEWCASTLE COAL SWAPS DECLINE CONTINUES
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery slid $1.84 per ton (4.34%) month over month to US$ 40.54 per ton. The swap ...
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- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- White Energy Company Limited
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Mercator Lines Limited - India
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Electricity Generating Authority of Thailand
- Minerals Council of Australia
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- PTC India Limited - India
- McConnell Dowell - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
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