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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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Monday, 05 January 15
FIVE ENERGY SURPRISES FOR 2015: THE POSSIBLE AND THE IMPROBABLE - KURT COBB
The coming year is likely to be as full of surprises in the field of energy as 2014 was. We just don't know which surprises! I am not predictin ...
Monday, 05 January 15
THE SHIPPING MARKET IN 2014 AND LOOKING FORWARD - BIMCO
2014 started with plenty of optimism for a considerably better global economy and an improved shipping market. Things turned out somewhat different ...
Monday, 05 January 15
API 5 FOB NEWCASTLE COAL SWAP FOR Q1'15 DELIVERY CLOSED US$ 0.45 HIGHER COMPARED TO Q2'15 CLOSING
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery lost US$ 0.60 per MT (-1.15%) month over month and gained US$ 0.02 (+0.04%) ...
Sunday, 04 January 15
BALTIC DRY INDEX CONTINUES ITS DECLINE IN 2015
Wish you all a very Happy New Year 2015. The last report was dated 19th Dec 2014 and due to Christmas and new year holidays no reports were publish ...
Saturday, 03 January 15
U.S WEEKLY COAL PRODUCTION FELL 11.2% TO 17.6 MMST WEEK OVER WEEK - EIA
COALspot.com – United States the world's one of the largest coal producers, produced approximately 17.6 million short tons (mmst) of coal ...
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- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Bangladesh Power Developement Board
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Parliament of New Zealand
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- The University of Queensland
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- White Energy Company Limited
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
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