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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, 28 November 14
NEW BIMCO CLAUSE AIMS TO REDUCE SUPPLIERS' RELIANCE ON SHIP ARREST FOR CHARTERERS' UNPAID BUNKERS
KNOWLEDGE TO ELEVATE
Ship owners can, on occasion, find themselves in the invidious position of suffering unexpected loss of hire due to a tim ...
Friday, 28 November 14
JSW ENERGY AND GRM RESOURCES JOIN GLOBALCOAL
COALspot.com: globalCOAL® announced yesterday that two new Market Members have joined its online coal trading platform. According globaCOAL&rsq ...
Thursday, 27 November 14
MINING SERVICES TAX SPIKED BY 233% - BISNIS INDONESIA
COALspot.com: The Energy and Mineral Resources Department of Indonesia said the tax contribution from mining services sector in the 3rd Q 2014 ...
Thursday, 27 November 14
PANAMAX : EXPECTATION'S FOR A STRONG END OF YEAR RUSH, DISAPPEAR DAY BY DAY - FEARNLEYS
Handy
“We have experienced a firming market the last couple of weeks. More activity from cargo owners in the Atlantic and less available to ...
Wednesday, 26 November 14
OVERSUPPLY OF TONNAGE PUSHED PANAMAX SEGMENT DOWN FOR ANOTHER WEEK
COALspot.com: The Dry Bulk market managed to reverse its course from the week prior and with the sole exception of the Panamax segment, we witnesse ...
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- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Mjunction Services Limited - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
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