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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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Tuesday, 26 July 22
CAP RUSSIA'S OIL PRICE NOW - PROJECT SYNDICATE
Though the price of oil has declined in recent weeks, it is still through the roof, filtering through to gasoline prices, and causing economic and ...
Tuesday, 26 July 22
WILL SOUTH AMERICA’S WINTER DEMAND DRAW LNG CARGOES AWAY FROM EUROPE? - ICIS
South America is now in the middle of its winter demand season. Last year the region increased its share of global LNG imports in winter, with Braz ...
Monday, 25 July 22
GLOBAL 2021 COAL-FIRED ELECTRICITY GENERATION SURGES TO RECORD HIGH - REUTERS
By contrast, mine output was still fractionally below the record set between 2012 and 2014 because older and less efficient coal generators have be ...
Saturday, 23 July 22
THE EU HAS BEEN REDUCING IMPORTS OF RUSSIAN REFINED OIL PRODUCTS SINCE MARCH - BANCHERO COSTA
The European Union could now ban the import and transit of fuel oil from Russia around six months ahead of the planned deadline, an EU official and ...
Saturday, 23 July 22
INDONESIA CONSIDERING SCRAPPING DOMESTIC SALES RULE FOR PALM OIL EXPORTS - REUTERS
Indonesia is considering removing a domestic sales requirement for palm oil exports because high inventories of the vegetable oil have been holding ...
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- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- PTC India Limited - India
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Planning Commission, India
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Edison Trading Spa - Italy
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- The University of Queensland
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
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