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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, 05 December 14
CHINESE SPECIAL STEEL MAKERS' RISK PROFILES MORE RESILIENT - FITCH
Fitch Ratings says the risk profiles of Chinese makers of special steel, especially high-end products, are more like those of manufacturers and mor ...
Friday, 05 December 14
U.S. YEAR-TO-DATE COAL PRODUCTION REACHED AROUND 905 MMST - EIA
COALspot.com – United States the world's one of the largest coal producers, produced approximately 19 million short tons (mmst) of coal i ...
Thursday, 04 December 14
CAPE MARKET IS DEVELOPING FROM BAD TO WORSE
Handy
The Atlantic market has been pretty stable and balanced this week, Fearnleys AS says in its latest weekly report.
The broker furt ...
Thursday, 04 December 14
DRY BULK MARKET; ANOTHER DISAPPOINTING WEEK
COALspot.com: For those who have been hoping to see alignment of freight direction across the Dry Bulk market, this must have been another disappoi ...
Wednesday, 03 December 14
PROGRESSING SMELTER PROJECTS IN INDONESIA
Press Release: Indonesia’s ban on ‘raw mineral export’ that was designed to encouraging downstream investment in mineral processi ...
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- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Australian Coal Association
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Economic Council, Georgia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Aditya Birla Group - India
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
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