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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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Sunday, 26 October 14
CAPE'S STRONG PERFORMANCE PUSHES BDI INDEX UPWARDS
COALspot.com: The BDI was up by 26.27 pct and closed at 1192 points week and week. The Cape size performance has pushed up BDI and Cape size index ...
Friday, 24 October 14
WEEKLY U.S COAL PRODUCTION DOWN 2.7% FOR THE WEEK ENDING OCTOBER 18
COALspot.com – United States the world's one of largest coal producers, produced approximately 18.7 million short tons (mmst) of coal in ...
Thursday, 23 October 14
THE BEARS, HOWEVER, STILL CRY; FOR HOW LONG WILL IT LAST? - FEARNLEYS
Handy
"We experience a typical oversupply of ships in the Atlantic which causing rates to slide. In the USG it is just enough cargoes to kee ...
Wednesday, 22 October 14
MARKET INSIGHT - THEODORE NTALAKOS, INTERMODAL
ECO designs - revisited
The ECO vessels are already here but the oil and bunker prices are plummeting to their cheapest level since 2010. Is this ...
Wednesday, 22 October 14
CAPESIZE MARKET REMAINED UNDER PRESSURE
COALspot.com: The Dry Bulk market closed on the red for yet another week although following Friday sentiment has started to improve on the back of ...
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- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- Australian Coal Association
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- Ind-Barath Power Infra Limited - India
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- The University of Queensland
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Parliament of New Zealand
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
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