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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, 03 December 14
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The dry bulk market seems unable to turn sentiment round and is still looking for direction. The BCI's 887-point free fall last week had an obv ...
Wednesday, 03 December 14
CAPESIZE DRY BULK CARRIERS ENTER 2015 WITH MIXED FORTUNES, WITH A POSITIVE AND A NEGATIVE SCENARIO BOTH EMERGING - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The future of the Capesize dry bulk market appears to be engulfed from mixed “feelings” among analysts and market participants, despite ...
Tuesday, 02 December 14
KEY PLAYERS SHED NEW PERSPECTIVES ON COAL MARKETS
Press Release: Singapore’s ONLY and longest established Coal Trade event. Whilst Coal prices remain challenging, there is widespread consensu ...
Tuesday, 02 December 14
KOMIPO INVITES BIDS FOR 585,000 METRIC TONS OF COAL FOR Q1'15
COALspot.com - Korea Midland Power Co. Ltd. (KOMIPO) is inviting bids for the supply of 585,000 Metric Tons of coal. According to invitation, 5700 ...
Tuesday, 02 December 14
U.S WEEKLY COAL PRODUCTION FELL 1.4% WEEK ON WEEK - EIA
COALspot.com – United States the world's one of the largest coal producers, produced approximately 18.6 million short tons (mmst) o ...
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- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- CNBM International Corporation - China
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Indian Energy Exchange, India
- Australian Coal Association
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- The University of Queensland
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
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