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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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Friday, 19 December 14
U.S WEEKLY COAL PRODUCTION REACHED APPROXIMATELY 19.8 MMST; UP 1.0% WOW
COALspot.com – United States the world's one of the largest coal producers, produced approximately 19.8 million short tons (mmst) of coal ...
Friday, 19 December 14
HANDY: SOFTER TONE; PANAMAX: QUIET WEEK; CAPESIZE; PAINFUL WEEK
Handy
A softer tone for rates and volumes for the Supras, perhaps less apparent in the Pacific the last week before the season holidays and good ...
Thursday, 18 December 14
INDONESIA TO REVISE UP COAL OUTPUT TARGET TO 460 MILLION TONS IN 2015
COALspot.com: Indonesian government has revised up its next year coal output forecast to 460 million tons from its previous forecast of 421 million ...
Wednesday, 17 December 14
CAPES RATES SLIPPED BELOW $5,600/DAY, FELL 84% YOY
COALspot.com: In the very rare occurrence when the BCI stands below the BDI, words to describe market sentiment are probably poor, said Intermodal ...
Wednesday, 17 December 14
MARKET INSIGHT - INTERMODAL SHANGHAI, SNP TEAM
As the end of the fourth quarter is approaching, we are all witness to the second hand market prices softening day by day. Any new deal surfacing t ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Petron Corporation, Philippines
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Australian Coal Association
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