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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, 17 September 15
MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
Having experienced, as it was much anticipated, a poor 1st half combined with negative forecasts, summer, in sharp contrast, proved to be more hope ...
Wednesday, 16 September 15
SLOWER GROWTH IN WORLD COAL DEMAND AND LOWER INTERNATIONAL COAL PRICES LED A DECLINE IN INDONESIAN COAL PRODUCTION
COALspot.com: Slower growth in world coal demand particularly China and lower international coal prices have led to a decline in Indonesian coal pr ...
Wednesday, 16 September 15
HIGHER TAXES COULD LEAD GREEK SHIP OWNERS OUT OF THE COUNTRY - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
A potential taxation overhaul of the shipping industry in Hellas, which could see the loss of particular tax benefits for ship owners, could lead t ...
Tuesday, 15 September 15
WORLD SEABORNE TRADE: ENTERING INTO A ROLE REVERSAL? - CLARKSONS
Over the past decade, world seaborne trade growth has been dominated by dry bulk and container trade. However, developments in the global economy t ...
Tuesday, 15 September 15
Q2'16 RICHARDS BAY COAL SWAPS DIP TO $ 51.10 PER TON
COALspot.com: API4 FOB Richards Bay Coal swap for delivery 4Q' 2015 declined week over week and month over month.
The 4Q swap was down US$ ...
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- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- PTC India Limited - India
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Latin American Coal - Colombia
- VISA Power Limited - India
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Parliament of New Zealand
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- White Energy Company Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Australian Coal Association
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
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