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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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Wednesday, 16 July 14
WEEKLY SHIPPING MARKET INSIGHT - INTERMODAL
Wake me up when September ends - Theodore Ntalakos
Since last September most thought that the worst was behind us. It looks like the market de ...
Tuesday, 15 July 14
INDONESIA'S TOTAL COAL PRODUCTION REACHED ANOTHER HIGH DURING THE FIRST SIX MONTHS; GOVERNMENT EXPECTED TO RAISE ROYALTIES
COALspot.com: Indonesia's total coal production reached 213 million tons during January through June, up by 7.6 percent y-o-y. Coal output in I ...
Monday, 14 July 14
THE END OF THE ERA OF HEAVY FUEL OIL IN MARITIME SHIPPING - ICCT
KNOWLEDGE TO ELEVATE
Since the 1960s, heavy fuel oil (HFO) has been the king of marine fuels. Viscous, dirty, yet inexpensive and widely avail ...
Monday, 14 July 14
SGX SUB-BIT FOB INDONESIA COAL SWAP FOR Q4' 14 DELIVERY CLOSED AT $ 54.80
COALspot.com: Indonesian coal swaps for average Q3’ 2014 lost on day, week and on month according to AsiaClear OTC coal swap's reports re ...
Monday, 14 July 14
SGX CFR SOUTH CHINA COAL SWAP FOR Q3' 14 LOST 17.29% SINCE EARLY JANUARY 2014
COALspot.com: Coal price falling is continues as the impact oversupply and lower demand. API 8 CFR South China Coal swap for delivery in Q3 drops U ...
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- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Xindia Steels Limited - India
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Rio Tinto Coal - Australia
- PTC India Limited - India
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
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