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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, 21 August 14
PREDICTIONS FROM VARIOUS SHIPPERS AND MINING INDUSTRY FOR 2ND HALF YEAR AND ESPECIALLY Q4 IS POSITIVE
Handy
The activity has increased in both hemispheres this week and we see rates edging up on all trades. TA´s are now paying around 8k whic ...
Thursday, 21 August 14
SHIP OWNERS KEEP SHYING AWAY FOR NEW SHIP INVESTMENTS, OVERALL TREND IS DOWN - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Ship owners have remained in the sidelines of the Sale & Purchasing market for second hand vessels, during most of August, while they also slow ...
Wednesday, 20 August 14
DRY BULK MARKET TO REBOUND IN THE FOURTH QUARTER, OR NOT....- NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The projected rebound of the dry bulk market is still an elusive trend and shipbrokers and analysts are looking to identify the timing of the loomi ...
Monday, 18 August 14
CAPESIZE RATES TO RISE TO MUCH HIGHER LEVELS THIS YEAR - JEFFREY LANDSBERG
COALspot.com: Capesize rates ended last week at $15,561/day, which marked a week-on-week increase of $6,167 (66%). Capesize rates have been a ...
Monday, 18 August 14
SUB-BIT FOB INDONESIA COAL SWAP CLOSED AT $58.60 FOR SEPTEMBER 2015; UP $4 FROM SEPTEMBER 2014 CLOSING
COALspot.com: Indonesian coal swaps for average September 2014 decreased US$ 0.15 (-0.27%) day on day and US$ 0.75 (-1.36%) per mt week on week. Th ...
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- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- VISA Power Limited - India
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
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