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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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Wednesday, 13 July 22
MARKET INSIGHT - INTERMODAL
Taking the previous market insight a step further, market sentiment remains bullish regarding the overall ROI of scrubbers, facing tailwinds from a ...
Friday, 08 July 22
AUSTRALIAN COAL PRICE BREAKS AGAIN LEVEL US$ 400/TON!, UP AROUND 4% - CNBC INDONESIA
Coal prices shot up again and crossed the level of US$ 400 per ton. On Thursday (7/7/2022) trading, the selling price of August contract closed at ...
Friday, 08 July 22
INDONESIA MULLS MORE FREQUENT SETTING OF CRUDE PALM OIL REFERENCE PRICE - REUTERS
Indonesia is considering setting its crude palm oil (CPO) export reference price every two weeks instead of monthly, a senior trade ministry offici ...
Friday, 08 July 22
BUNKER PRICES EXPECTED TO RECOVER LOST GROUND NEXT WEEK - SERGEY IVANOV, MABUX
Over the Week 27, the world bunker indices showed a sharp decline, primarily due to the fall in oil prices on July 05. The 380 HSFO index fell by 5 ...
Thursday, 07 July 22
NTPC MINES 61% MORE COAL AT 4.22 MN METRIC TONNES IN APRIL-JUNE: PTI
State-owned power giant NTPC on Tuesday said that its coal output grew by 61 per cent to Rs 42.40 lakh metric tonnes in April-June quarter from 26. ...
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- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Planning Commission, India
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Parliament of New Zealand
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- Australian Coal Association
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- The University of Queensland
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- SMG Consultants - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
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