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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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Sunday, 12 July 15
SHIPYARD NOT LIABLE FOR ENGINE ROOM FIRE CAUSED BY OIL LEAKAGE - BIRCH WINDAHL
KNOWLEDGE TO ELEVATE
A Danish vessel owner requested a Danish shipyard to undertake repairs and maintenance works on its vessel. An agreement ...
Saturday, 11 July 15
MAJOR IRANIAN GAS EXPORTS WILL TAKE AT LEAST FIVE YEARS - FITCH
Iran has the long-term potential to become one of the world's top gas producers, thanks to its 34 trillion cubic meters (tcm) of natural gas re ...
Friday, 10 July 15
DRY BULK MARKET KEEPS POSITIVE MOMENTUM - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market has kept its positive momentum over the course of the past few days, thanks to Panamax gains. During yesterday’s session ...
Friday, 10 July 15
U.S PRODUCED APPROXIMATELY TOTALED AN ESTIMATED 14.1 MMST WEEK OVER WEEK - EIA
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 14.1 million short ...
Thursday, 09 July 15
CPP MARKET : POSITIVE IN THE SHORT TERM - GEORGE VASTARDIS
Despite the traditionally quieter summer period, the clean tanker market has so far experienced healthy activity especially East of Suez. Increased ...
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- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- VISA Power Limited - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Sical Logistics Limited - India
- Cigading International Bulk Terminal - Indonesia
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Lanco Infratech Ltd - India
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- The University of Queensland
- Bharathi Cement Corporation - India
- Pendopo Energi Batubara - Indonesia
- AsiaOL BioFuels Corp., Philippines
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