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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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Saturday, 22 November 14
THE FALL IN BUNKER PRICES REDUCE FUEL COSTS SIGNIFICANTLY - BIMCO, PETER SAND
For a ship that burns 24 tonnes of fuel per day while steaming, fuel costs are reduced by as much as USD 1 million a year if current price level st ...
Saturday, 22 November 14
DRY BULKERS NEWBUILDING DELIVERIES REACHED 11.8 MILLION DWT DURING THIRD QUARTER, NET FLEET GROWTH FOR 2014 TO REACH 5% - HELLENIC SHIPPING NEWS
The dry bulk market has rebounded since its less than impressive performance since the start of the year, but overall, third quarter figures could ...
Friday, 21 November 14
BUMI ENTERS INTO CONDITIONAL SALE & PURCHASE AGREEMENT TO SELL FBS STAKE
COALspot.com: PT Bumi Resources Tbk, one of the Indonesia's largest coal producers confirms that it has executed a Conditional Sale and Purchas ...
Friday, 21 November 14
U.S LAST WEEK'S COAL PRODUCTION STAYS FLAT W-O-W
COALspot.com – United States the world's one of the largest coal producers, produced approximately 18.9 million short tons (mmst) of coal ...
Thursday, 20 November 14
MOST MAJOR ASIAN ECONOMIES TO BENEFIT FROM LOWER OIL - FITCH
COALspot.com: The 25% drop in the price of oil since July is likely to lift economic growth prospects, improve terms of trade, and have a pot ...
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- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- PTC India Limited - India
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Mjunction Services Limited - India
- Latin American Coal - Colombia
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Australian Coal Association
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Medco Energi Mining Internasional
- ICICI Bank Limited - India
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