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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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Thursday, 25 September 14
LACK OF COAL BUSINESS PUSHING DOWN PANAMAX EARNINGS IN PACIFIC
Handy
In the Atlantic we see rates steady climbing upwards. More coal cargoes out of USG and USEC are helping the TA market which is up some USD ...
Wednesday, 24 September 14
ADARO AGREED TO REDUCE ITS CONCESSION AREA TO 31,379.8 HECTARES
COALspot.com: PT Adaro Energy Tbk (Adaro Energy) today announced that, PT Adaro Indonesia (AI), its wholly owned subsidiary, entered into a M ...
Wednesday, 24 September 14
CAPESIZE: ACTIVITY IN BOTH BASINS WAS UNIMPRESSIVE
COALspot.com: The end of the week prior seems to have marked the tone for the days that followed, with the Dry Bulk market giving up a significant ...
Tuesday, 23 September 14
MEDCO TO INCREASE ITS COAL PRODUCTION NEXT YEAR
COALspot.com: PT Medco Energi Internasional is looking to increase its coal production next year, supported by the launch of operations at its Duta ...
Monday, 22 September 14
COAL SECTOR CHAOS - GENESIS TO REVELATION - DIPESH DIPU
COALspot.com: “Let there be light”, intends the government of India but the fuel side of the story paints a blackout. The recent Suprem ...
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- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Barasentosa Lestari - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Planning Commission, India
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- White Energy Company Limited
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Australian Coal Association
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Independent Power Producers Association of India
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
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