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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, 27 September 14
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KNOWLEDGE TO ELEVATE
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- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Australian Coal Association
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Larsen & Toubro Limited - India
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
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