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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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Monday, 25 August 14
4TH ANNUAL FLOATING TERMINALS
4th Annual Floating Terminals
18-20 Nov 2014
Intercontinental Jakarta Midplaza,
Indonesia
Web Site
The Floating Terminal c ...
Monday, 25 August 14
THE BALTIC DRY IS JUMPING, BUT DON'T DRAW ANY BROAD CONCLUSIONS - NASDAQ
Those who consistently preach doom and gloom and see an economic apocalypse around every corner would make me laugh if it weren’t for the fac ...
Monday, 25 August 14
COAL CEOS: DEMISE OF COAL 'EXAGGERATED' - MARK WILCOX
By Mark Wilcox
Heads of some of the largest coal companies in Wyoming are saying the demise of coal has been exaggerated, though the industry def ...
Monday, 25 August 14
INDO COAL SWAPS W-O-W: NEGATIVE; M-O-M: POSITIVE
COALspot.com: Indonesian coal swaps for average September 2014 decreased US$ 0.15 (-0.28%) day on day and US$ 0.65 (-1.19%) per mt week on week. Th ...
Monday, 25 August 14
API 8 CFR SOUTH CHINA COAL SWAP GAINED DAY OVER DAY AND MONTH OVER MONTH
COALspot.com: API 8 CFR South China Coal swap for delivery in September 2014 increased US$ 0.30 (+0.44%) day on day and decreased US$ 0.20 (- ...
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- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- CNBM International Corporation - China
- White Energy Company Limited
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Economic Council, Georgia
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Mintek Dendrill Indonesia
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Essar Steel Hazira Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Planning Commission, India
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Australian Coal Association
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
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