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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, 18 January 15
INDONESIA TO INDIA SUPRAMAX FREIGHT RATES ARE EXPECTED TO REMAIN WEAK NEXT WEEK
COALspot.com: The BDI was up 4.51 pct week on week on Friday 16, January 2015. The BDI closed at 741 points on this Friday after gaining arou ...
Friday, 16 January 15
U.S. WEEKLY COAL PRODUCTION UP 7.3% W-O-W
COALspot.com – United States the world's one of the largest coal producers, produced approximately 18.9 million short tons (mmst) of coal ...
Thursday, 15 January 15
PANAMAX : MARKET CONTINUE ON LOW PACE - FEARNLEYS
Handy
On a general basis we can say that rates are softening in both hemispheres. Although for some specific trades we can see premiums being ach ...
Thursday, 15 January 15
LOW CASH COSTS, GOOD LIQUIDITY HELP ASIAN OIL COMPANIES IN PRICE ROUT - FITCH
Fitch Ratings says that rated oil and gas production companies in Asia can comfortably operate under low oil prices for some time given their gener ...
Wednesday, 14 January 15
DRY BULK MARKET NOTED ANOTHER WEEKLY DECLINE - INTERMODAL
COALspot.com: The Dry bulk market noted another weekly decline on Friday, with the performance of the Capesize market still weighing down on the re ...
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- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- CIMB Investment Bank - Malaysia
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Coal and Oil Company - UAE
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
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