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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.
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Friday, 11 September 15
U.S'S WEEKLY COAL PRODUCTION WAS ALMOST FLAT PAST WEEK
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 18.6 million shor ...
Thursday, 10 September 15
U.S. H1' 15 STEAM COAL EXPORTS FELL BY 21 PER CENT Y-Y: EIA
Coal Trade
Slower growth in world coal demand, lower international coal prices, and higher coal output in other coal-exporting countries have all ...
Thursday, 10 September 15
INDONESIAN COAL BENCHMARK PRICE HITS A NEW LOW OF $58.21 PER TON
COALspot.com - The Director General of Mineral and Coal of Indonesia once a again revised down Indonesian coal benchmark price to US$ 58.21 per MT ...
Thursday, 10 September 15
IF NOT NOW, WHEN? - GIANNIS ANDRITSOPOULOS
Our industry is well known to be cyclical with some cycles lasting longer than others. Despite the fact that these shifts in the behavior of the fr ...
Wednesday, 09 September 15
FOB INDONESIA COAL SWAP LOSE GROUND ON SLOWING DEMAND
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and week over week.
The 4Q swap declined $ 1.92 (-4.52%) per t ...
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- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Larsen & Toubro Limited - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- The University of Queensland
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Australian Coal Association
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Bank of Tokyo Mitsubishi UFJ Ltd
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Deloitte Consulting - India
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Ministry of Transport, Egypt
- PTC India Limited - India
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