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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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Wednesday, 14 January 15
MARKET INSIGHT - TIMOS PAPADIMITRIOU
In Oil we trust! The Barrel price has declined by almost a third in comparison to the 2014 January and has being on the downhill since early last s ...
Wednesday, 14 January 15
COMMODITIES AREN'T PRIMED FOR A REBOUND DURING 2015: SHIPPING COULD BENEFIT FROM LOWER PRICES - ROUSSANOGLOU, HELLENIC SHIPPING NEWS
In the recent past, higher commodity prices were driven by an increase in demand from developing countries, which spelled good news for ship owners ...
Wednesday, 14 January 15
SUB-BIT FOB INDONESIA COAL SWAP FOR Q1 DELIVERY CLOSED AT US$ 46.97 PMT
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 declined month on month and week over week.
The Q1 swap has fell US$ 1.53 (-3.15 ...
Wednesday, 14 January 15
Q4' 15 FOB NEWCASTLE COAL SWAP CLOSED 4.51% LOWER COMPARED TO Q1' 15 PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery lost US$ 1.56 per MT (-3.0%) month over month and US$ 1.03 (-2.0%) week ove ...
Tuesday, 13 January 15
MORE PITFALLS FOR OWNERS LOOKING TO TERMINATE FOR UNPAID HIRE - INCE & CO
KNOWLEDGE TO ELEVATE
It is a debatable point whether or not the obligation to pay hire under a time charter is a condition of the contract or ...
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- SN Aboitiz Power Inc, Philippines
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- CIMB Investment Bank - Malaysia
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Planning Commission, India
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Gujarat Sidhee Cement - India
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- White Energy Company Limited
- The University of Queensland
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- PTC India Limited - India
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhatia International Limited - India
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
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