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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, 11 June 22
AIMTEK INTERNATIONAL CONFERENCE AND AWARDS
Press Release: The prestigious AIMTEK International Conference and Awards concluded successfully on June 7th, 2022 at Radisson Blu, Yas Island Abu ...
Thursday, 26 May 22
MARKET INSIGHT - INTERMODAL
The newbuilding market activity has been significantly positive from a dry bulk owner perspective during the first half of 2022. Indeed, the contra ...
Wednesday, 18 May 22
INDONESIAN COAL PRICE REFERENCE DROPPED 4.42% IN MAY
COALspot.com: Indonesian Coal Price Reference for May delivery drops 4.42 per cent month on month.
The Indonesian Coal Price Referen ...
Thursday, 12 May 22
MARKET INSIGHT - INTERMODAL
Almost through half of the year, the overall shipping market continues to show signs of healthiness, after plenty of festivities and holidays that ...
Wednesday, 27 April 22
EUROPEAN UNION'S LNG IMPORTS - BANCHERO COSTA
In 2021, the European Union (27) was the third largest seaborne importer of LNG in the world, with a 15.8% share.
It followed Mainla ...
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- Leighton Contractors Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Interocean Group of Companies - India
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Marubeni Corporation - India
- Sical Logistics Limited - India
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Planning Commission, India
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
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