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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, 18 September 14
INDONESIA'S JULY COAL EXPORT VOLUME DROPPED 5.13% M-O-M
COALspot.com: Indonesia, one of the world's largest coal producer and the global leading multi grade coal exporter shipped around $1.65* ...
Thursday, 18 September 14
PANAMAX : US GULF/CHINA FRONTHAUL ARE NOW PAYING TYPICALLY 14.5K + 450K BB - FEARNRESEARCH
Handy
We still see a firming tendency in the Atlantic and it is still ECSA and USG leading on. USG/Cont now up in about USD 17/18k for a Smax whi ...
Thursday, 18 September 14
ELECTRONIC BILLS OF LADING: A GUIDE TO PAPERLESS TRADING WHICH HAS TAKEN THE SHIPPING INDUSTRY BY STORM
Bimco has recently developed and published a charter party clause that specifically addresses the use of electronic bills of lading. Increasing use ...
Wednesday, 17 September 14
PANAMAX: LIMITED INTEREST IN BOTH BASINS; RISING TONNAGE - INTERMODAL
With the week starting off at a fast pace and with the positive momentum from the previous Friday seemingly sticking around for a bit longer, most ...
Wednesday, 17 September 14
SHIPPING MARKET INSIGHT - GEORGE LAZARIDIS
Since the onslaught of 2013 the rising tide of asset prices had been primarily driven by the increasing freight market conditions and the improving ...
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- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Finance - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Sojitz Corporation - Japan
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Bhatia International Limited - India
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
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