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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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Friday, 16 October 15
MAJOR REVISION OF NYPE TIME CHAPTER PARTY - BIMCO
Major revision of NYPE time charter party promises to be both balanced and comprehensive
BIMCO has today jointly issued the first revision of ...
Friday, 16 October 15
FOB INDONESIA COAL SWAP FOR Q4'15 DELIVERY FLAT WEEK OVER WEEK; DOWN 5.5 PER CENT M-M
COALspot.com: Indonesian coal swap for delivery Q4 2015 declined month on month and flat week over week.
The Q4 swap declined $ 2.23 (-5.51%) ...
Friday, 16 October 15
COAL PRODUCTION IN THE UNITED STATES DECREASED THIS WEEK; DOWN 11.3 PER CENT Y-Y, DOWN 3.5 PERCENT W-W
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.1 million shor ...
Friday, 16 October 15
INDONESIA REJOINING OPEC DESPITE BEING A NET IMPORTER OF PETROLEUM - EIA
The Organization of the Petroleum Exporting Countries (OPEC) notified Indonesia that it plans to accept the country's request to reactivate its ...
Thursday, 15 October 15
INDONESIA COAL PRICE REFERENCE FALLS FOR SEVEN STRAIGHT MONTH IN OCTOBER
COALspot.com - The Director General of Mineral and Coal of Indonesia once a again revised down Indonesian coal benchmark price this month.
The ...
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- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Price Waterhouse Coopers - Russia
- IHS Mccloskey Coal Group - USA
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Coastal Gujarat Power Limited - India
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- ASAPP Information Group - India
- PTC India Limited - India
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- SMC Global Power, Philippines
- Marubeni Corporation - India
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Planning Commission, India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- MS Steel International - UAE
- Eastern Energy - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
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