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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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Sunday, 08 February 15
BDI FELL CONTINUOUSLY HIT A THREE DECADES LOW
COALspot.com: This week Baltic Exchange Dry Freight Index (BDI) fell continuously hit a three decades low.
The BDI continuously fell and was d ...
Friday, 06 February 15
WEEKLY U.S. COAL PRODUCTION UP AN ESTIMATED 1.1% FROM LAST WEEK - EIA
COALspot.com – United States the world's one of the largest coal producers, produced approximately 20.1 million short tons (mmst) of coal ...
Friday, 06 February 15
SHIP DAMAGED BY FIRE CAUSED BY PIRATES FOUND TO BE CONSTRUCTIVE TOTAL LOSS - TAYLOR WESSING
KNOWLEDGE TO ELEVATE
The High Court was asked to determine a number of preliminary issues, including whether a vessel was a constructive total ...
Thursday, 05 February 15
BDI HAS NOW FALLEN A LEVEL CLOSE TO THE INDEX'S HISTORIC LOW - INTERMODAL
They say a picture is worth a thousand words and in this instance just one look at the tables above is enough to understand the great pressure the ...
Thursday, 05 February 15
ULTRAMAX LEVELS FROM INDIA TO CHINA IN THE MID US$ 5000'S - FEARNLEYS AS
Handy
Despite the overall weak sentiment, there is a scent of optimism in the Atlantic market for ppt dates. Continent is still struggling with o ...
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- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Marubeni Corporation - India
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Australian Coal Association
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Planning Commission, India
- The University of Queensland
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
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