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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, 25 October 15
ANOTHER DISAPPOINTING WEEK FOR PANAMAX; INDEX FELL 5.4 PERCENT W-W
COALspot.com: The BDI was slightly up by 2.65 pct closing at 774 points mainly because of Cape index which was up by 10.85 pct closing at 1461 poin ...
Sunday, 25 October 15
DRY BULK SHIP OWNERS ARE LOOKING TO CHINA'S POLICIES FOR CUES ON FUTURE MARKET DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
China’s hard or softer landing is a thing which has troubled dry bulk shipping for a couple of years now, as owners have been hit by the coun ...
Friday, 23 October 15
WILL INDIAN DOMESTIC COAL PRICES BE ABLE TO COMPETE IMPORTED COAL PRICES IF THE CURRENT TREND CONTINUES?
COALspot.com: The Most of the Indian end-users are waiting for last minute purchase to enjoy every drop in price. Coal procurement managers are als ...
Friday, 23 October 15
COAL PRODUCTION IN THE U.S. FOR THE WEEK ENDING OCTOBER 17 DECLINED FOR THE SECOND STRAIGHT WEEK
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 16.6 million shor ...
Wednesday, 21 October 15
RUSSIA'S CARBO ONE COAL SALES TO HIT 50 MLN T/YR - JACQUELINE HOLMES
COALspot.com: Russia's Carbo One has become one of the world's leading physical coal traders with an annual volume approaching 50 million t ...
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- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- White Energy Company Limited
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Economic Council, Georgia
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Australian Coal Association
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
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