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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, 03 July 15
SHIPPING CONFIDENCE EQUALS SEVEN-YEAR LOW - MOORE STEPHENS
Overall confidence levels in the shipping industry fell during the three months to May 2015 to a level equal to the lowest rating recorded in the p ...
Thursday, 02 July 15
TECHNOLOGY AND INNOVATION IN MINING 2015 - IXG
Information Exchange Group’s Technology and Innovation in Mining 2015- International Summit on Mining
Press Release: The inaugural editi ...
Thursday, 02 July 15
THE PERFORMANCE OF THE CAPESIZE SEGMENT PUSHED DRY BULK MARKET TO UPWARD LAST WEEK
COALspot.com: The Dry Bulk market continued its upward movement last week, with the BDI closing off on Friday (26 June) in excess of 800 points, wh ...
Wednesday, 01 July 15
Q4'15 AND Q1'16 FOB RICHARDS BAY COAL SWAPS ROSE W-O-W AND M-O-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 rose month over month and down week over week.
The Q3 swap was up US$ ...
Wednesday, 01 July 15
BEIJING HAS OFFICIALLY EXTENDED BY TWO YEARS ITS SUBSIDY PROGRAM TO SUPPORT LOCAL SHIPPING COMPANIES IN SCRAPPING THEIR OLD TONNAGE - INTERMODAL
Last week, Beijing has officially extended by two years its subsidy program to support local shipping companies in scrapping their old tonnage in w ...
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- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Toyota Tsusho Corporation, Japan
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Economic Council, Georgia
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Planning Commission, India
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- The Treasury - Australian Government
- PTC India Limited - India
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Riau Bara Harum - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
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