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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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Saturday, 14 February 15
SHALE GAS AND TIGHT OIL ARE COMMERCIALLY PRODUCED IN JUST FOUR COUNTRIES - EIA
KNOWLEDGE TO ELEVATE
The United States, Canada, China, and Argentina are currently the only four countries in the world that are producing com ...
Friday, 13 February 15
U.S. WEEKLY COAL PRODUCTION SHOWS 10% DECLINE
COALspot.com – United States the world's one of the largest coal producers, produced approximately 18.1 million short tons (mmst) of coal ...
Friday, 13 February 15
SMALL AND MEDIUM-SIZED SHIP OWNERS SQUEEZED OUT OF THE MARKET ON CRASHING DRY BULK MARKET AND EUROZONE CRISIS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Financing issues have started to tighten the noose in the throats of small and medium-size ship owners, who were already facing problems over the p ...
Thursday, 12 February 15
CAPESIZE: THE BEST DESCRIPTION FOR THE MARKET IS, FLAT - FEARNRESEARCH
Handy
The handy and supra market is also being affected by the marginal volume of activity in the commodity sales. We see a small upturn in the T ...
Thursday, 12 February 15
DRY BULK OWNERS SCRAP MORE VESSELS, AS MARKET REACHES HISTORICAL LOWS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market has reached historical lows this week, with the Baltic Dry Index (BDI) now trading at levels below operating expense levels for ...
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- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- White Energy Company Limited
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
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