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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, 30 January 15
CAN BULKER CONVERSIONS SPOIL THE TANKER MARKET'S PARTY? - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Oversupply of tonnage has always been in the back of the head of ship owners when it comes to taking advantage of favorable market conditions. As s ...
Thursday, 29 January 15
CHINA ENERGY DEMAND MUST BE REVIEWED DUE TO FUNDAMENTAL ECONOMIC CHANGES - WOOD MACKENZIE
New patterns emerging as energy demand growth decoupled significantly from GDP growth for the first time in 2014
Wood Mackenzie says 2014 was ...
Thursday, 29 January 15
CAPE MARKET IS STILL STRUGGLING WITH LOW DEMAND AND LOW COMMODITY PRICES
Handy
Supramax rates are heading south with slipping rates all across the block. USG activity is slow with mid-week levels in the mid 8.000s, Fea ...
Wednesday, 28 January 15
MARKET INSIGHT - STELIOS KOLLINTZAS
With most traders having returned to action from year end festivities, we have already seen signs of activity in the specialized product markets. L ...
Wednesday, 28 January 15
CAPES CONTINUED THEIR UPWARD MOVEMENT LAST WEEK - INTERMODAL
COALspot.com: The Dry Bulk market displayed a mirror performance of that of the week prior, with the Capesize market correcting further upwards and ...
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- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- The University of Queensland
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Parliament of New Zealand
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Planning Commission, India
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- International Coal Ventures Pvt Ltd - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
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