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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, 24 July 15
U.S PRODUCED 17.2 MMST OF COAL FOR THE WEEK ENDED JULY 18; FELL 11.5% YEAR ON YEAR
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 17.2 million shor ...
Friday, 24 July 15
THE IMPACT OF COLLAPSING CHINESE COAL IMPORTS - CLARKSONS
Global seaborne coal trade is currently projected to drop 1% y-o-y in 2015, which would be the first annual decline in almost three decades. The dr ...
Thursday, 23 July 15
ELEVEN NEW NICKEL SMELTERS ARE TO BE BUILT IN INDONESIA OVER THE NEXT TWO YEARS AT A COST OF $1.4 BILLION
Indonesia’s Most Reputable Nickel Event
Eleven new nickel smelters are to be built in Indonesia over the next two years at a cost of $1. ...
Thursday, 23 July 15
THE CAPESIZE SEGMENT KEPT FOUNDING SUPPORT ON INCREASED DEMAND FROM CHINESE STEEL MILLS - INTERMODAL
The Dry Bulk market closed off on Friday (17July 2015) noting substantial gains and the BDI surpassing the 1,000 points level for the first time af ...
Wednesday, 22 July 15
SHIPPING MARKET INSIGHT - PANOS TSILINGIRIS | INTERMODAL
In both bulk shipping sectors, there are certain, yet different, reasons and strategies to invest. In the wet, buy once you can charter-out long, w ...
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- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- White Energy Company Limited
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- The Treasury - Australian Government
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- The University of Queensland
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
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