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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, 12 October 15
BDI WEIGHED DOWN BY CAPE
COALspot.com: The BDI (Baltic Dry Index) has come back down again this week. The BDI is a benchmark index used to assess the overall cost of moving ...
Sunday, 11 October 15
TANKER SHIPPING: MORE OPTIMISM IN SIGHT FOR TANKERS IN THE WINTER SEASON - BIMCO
Demand:
2015 has been the year of the tanker. The fundamental improvements with slow supply-side growth for some years coupled with low oil pri ...
Friday, 09 October 15
US WEEKLY COAL OUTPUT UP 1.2 PERCENT TO 17.7 MMST
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.7 million shor ...
Thursday, 08 October 15
CAPESIZE: MOST PEOPLE AGREE A SPIKE IN RATES WILL HAPPEN; WHEN, HOW LONG AND HOW SUBSTANTIAL? - FEARNLEYS
Cape
Depressives start of the fourth quarter, with c3 approaching USD 12 pmt and c5 presently in the mind 5's. According to Fearnleys ship br ...
Wednesday, 07 October 15
U.S. COAL EXPORTS FOR THE FIRST SEVEN MONTHS DOWN 21 PER CENT COMPARED WITH THE SAME PERIOD IN 2014 - EIA
Coal Supply
Lower U.S.’s domestic coal consumption and reduced exports contribute to a forecast decline of 89 million short tons (M ...
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- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Carbofer General Trading SA - India
- Planning Commission, India
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- ASAPP Information Group - India
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- White Energy Company Limited
- Xindia Steels Limited - India
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- The University of Queensland
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
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