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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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Wednesday, 11 March 15
DRY BULK MARKET CLOSED OFF ON THE GREEN FOR A SECOND WEEK IN A ROW - INTERMODAL
COALspot.com: The Dry Bulk market closed off on the green for a second week in a row, while the performance of Capesizes hindered a more substantia ...
Wednesday, 11 March 15
MARKET INSIGHT : NEWBUILDINGS - PANOS TSILINGIRIS
From a cost-based, buy-low perspective, there is currently a buying opportunity in the second-hand dry bulk market. I am an anti-cyclical (buy-low) ...
Wednesday, 11 March 15
DRY BULK MARKET: ALL IS NOT LOST FOR A RECOVERY - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The low cost of commodities across the board could trigger an increase of trade among many countries, which in turn could lead to a recovery of the ...
Wednesday, 11 March 15
U.S. ELECTRIC GENERATING COMPANIES TO ADD MORE THAN 20 GW OF GENERATING CAPACITY IN 2015; 16 GW OF GENERATING CAPACITY IS EXPECTED TO RETIRE IN 2015
COALspot.com: In 2015, electric generating companies in U.S. expect to add more than 20 gigawatts (GW) of utility-scale generating capacity to the ...
Tuesday, 10 March 15
OIL PRICE FORECASTING - IGNORE THE EXPERTS: COLIN MARSHALL
KNOWLEDGE TO ELEVATE
Experts put themselves on a pedestal, making claims to have special forecasting abilities for oil price trends. They, too ...
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- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- MS Steel International - UAE
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coal and Oil Company - UAE
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Minerals Council of Australia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
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