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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, 22 May 15
U.S WEEKLY COAL PRODUCTION STAYS FLAT AT 16 MMST
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.0 million short ...
Thursday, 21 May 15
PORT OF NEWCASTLE ACHIEVED ITS BEST EVER TOTAL COAL EXPORT TURNOVER OF 159 MILLION TONS IN 2014
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $900 million ...
Thursday, 21 May 15
ATLANTIC PANAMAX MARKET STARTED TO IMPROVE SLOWLY - INTERMODAL
COALspot.com: The Dry Bulk market closed off the week on the green last week, purely on the back of improved Capesize performance, while the rest o ...
Wednesday, 20 May 15
LOWER PRICES SEEN IN NEWBUILDING MARKET ON LOW DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Cash-rich ship owners, or at least, owners with substantial access to financing will be among the prime candidates, who will reap the benefits of t ...
Wednesday, 20 May 15
TANKER MARKET INSIGHT - JOHN N. COTZIAS
Since Early October 2014 the tanker market has been experiencing a very positive momentum and has continued its strong performance so far in 2015. ...
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- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Planning Commission, India
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- The University of Queensland
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Carbofer General Trading SA - India
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Bhatia International Limited - India
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- White Energy Company Limited
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Simpson Spence & Young - Indonesia
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