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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 April 15
IS INDIA THE 'NEW CHINA' WHEN IT COMES TO THE DRY BULK MARKET? - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has been feeling the “heat” of China’s slowdown and together with the industry’s own failings, with ove ...
Friday, 24 April 15
GLOBAL STEEL PRODUCTION OUTSIDE OF CHINA CONTINUES TO FARE VERY POORLY - JEFFREY LANDSBERG
COALspot.com: Data released this week showed that global crude steel production totaled approximately 138.05 million tons in March.
Wha ...
Friday, 24 April 15
WEEKLY U.S. COAL PRODUCTION ESTIMATE FALLS 5.7% FROM LAST WEEK
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 17.0 million short ...
Wednesday, 22 April 15
PANAMAX : ATLANTIC HOLDING ON TO THE GAINS OF THE PREVIOUS WEEK; PACIFIC BUSINESS SLID QUIETLY
COALspot.com: The Dry Bulk market managed to close off the week on a positive note last Friday, while as opposed to what we have been used to, it w ...
Wednesday, 22 April 15
TANKER MARKET INSIGHT - STRATOS TINIAKOS
The current environment we experience as a result of low crude oil prices is characterized by the increased demand for petroleum products in OECD c ...
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- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Parliament of New Zealand
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Planning Commission, India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- The University of Queensland
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
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