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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, 07 September 14
SHIPMANAGERS SUPERVISION CONTRACT FOR NEWBUILDS - BIMCO
Shipmanagers are frequently called upon by their owner clients to supervise newbuilding projects on their behalf. The scope of the manager’s ...
Saturday, 06 September 14
SLOW COAL EXPORT REGISTRATION RAISES CONCERNS - THE JAKARTA POST
Several coal mining companies have yet to receive the go-ahead from the Energy and Mineral Resources Ministry to obtain exporting licenses, leading ...
Saturday, 06 September 14
DRY BULK MARKET'S PROSPECTS ARE IMPROVING, DESPITE WEAK SECOND QUARTER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has been rebounding during the past month, with the Baltic Dry Index (BDI) ended the week on a high note, reaching 1,155 points ...
Saturday, 06 September 14
INDONESIA WANTS TO REGULATE COAL DEALS - THE TELEGRAPH INDIA
Indonesia has raised concerns about suspected coal deals struck between overseas buyers and its unregistered domestic miners, the telegraph India r ...
Friday, 05 September 14
U.S. PRODUCED 19.2 MMST OF COAL LAST WEEK
COALspot.com – United States the world's second largest coal producer, produced approximately 19.20 million short tons (mmst) of coal in ...
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- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Riau Bara Harum - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- The University of Queensland
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Central Java Power - Indonesia
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Eastern Energy - Thailand
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Uttam Galva Steels Limited - India
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
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