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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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Tuesday, 23 December 14
SHIPOWNERS ARE FINALIZING MORE DEALS AS YEAR END COMES CLOSER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS WORLDWIDE
With the 2014 year just a few days before waving goodbye, shipowners are looking to close their pending deals in both the newbuilding and S&P m ...
Monday, 22 December 14
Q2'15 CFR SOUTH CHINA COAL SWAP CLOSED $ 0.30 LOWER THAN Q1'15 CLOSING
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2015 delivery has decreased by US$ 3.67 (-5.81%) month over month and US$ 0.35 (-0.58%) ...
Monday, 22 December 14
API 5 FOB NEWCASTLE COAL SWAPS ARE HEADING SOUTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2015 delivery lost US$ 1.71 per MT (-3.24%) and closed at US$ 51.02 on 19 December month ...
Sunday, 21 December 14
PANAMAX COAL FREIGHT FROM INDONESIA TO INDIA FALLS FURTHER
COALspot.com: The BDI continued its fall as cape index lost heavily week on week.
The BDI was down 6.95 percent week over week and closed at 8 ...
Friday, 19 December 14
HOW WILL LOWER BUNKER PRICES AFFECT THE SUBSTANTIAL OVERCAPACITY IN DRY BULK MARKET? - BIMCO
As bunker fuel costs have come down from USD 600 per tonnes to USD 330 per tonnes in the past 6 months, much talk about increased ship speed have s ...
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- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Pendopo Energi Batubara - Indonesia
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Posco Energy - South Korea
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- The Treasury - Australian Government
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Central Java Power - Indonesia
- Heidelberg Cement - Germany
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Coalindo Energy - Indonesia
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
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