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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, 07 November 14
U.S. PRODUCED 85.60 MILLION SHORT TONS OF COAL IN OCTOBER, UP 2.88% M-O-M
COALspot.com – United States the world's one of the largest coal producers, produced approximately 19.0 million short tons (mmst) of coal ...
Thursday, 06 November 14
THE ATLANTIC HAS REMAINED STRONG WITH A HEALTHY SUPPLY OF NEW CARGOES
Handy
This week has continued its slow trend in both hemispheres and even though rates are a bit up w-o-w it is not a clear sign for any improvem ...
Wednesday, 05 November 14
CAPESIZE SEGMENT ENJOYED FIRMING RATES ACROSS BOTH BASINS
Following a fantastic week in terms of rate performance for Capes, the Dry Bulk market managed to note another positive weekly closing, which stron ...
Wednesday, 05 November 14
SHIPPING MARKET INSIGHT - PANOS TSILINGIRIS
COALspot.com: The steep appreciation in dry bulker values between late 2012 and March 2014 resulted in unrealistically expensive ship values compar ...
Tuesday, 04 November 14
INDONESIAN COAL SWAPS FOR 2015 DELIVERIES SHOW A WEAK TREND
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 lost month on month and gained day on day and week on week, the trend was same as las ...
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- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Planning Commission, India
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- White Energy Company Limited
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Deloitte Consulting - India
- PTC India Limited - India
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Posco Energy - South Korea
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