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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, 02 July 14
HANDY BULKERS PROVE TO BE THE MOST SOUGHT AFTER VESSELS OVER THE PAST WEEK - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The Handy dry bulker proved to be the most sought after ship by ship owners active in the second hand market, which saw a slight decline in terms o ...
Wednesday, 02 July 14
SHIPPING: MARKET INSIGHT - GEORGE DERMATIS
After 6 months, 57 ministerial meetings and 67 political agreements, the journey of the Greek Presidency in the EU reached its end yesterday; only ...
Tuesday, 01 July 14
INDIAN POWER PLANT COAL STOCKPILES VERY LOW
COALspot.com: According to today's Weekly Dry Bulk Report published by Commodore Research, Indian power plant coal stockpiles have now fallen t ...
Monday, 30 June 14
SUB-BIT FOB INDONESIA COAL PRICES ARE STILL STRUGGLING TO RECOVER
COALspot.com: Indonesian coal swaps for average Q3’ 2014 lost on week and on month according to AsiaClear OTC coal swap's reports release ...
Monday, 30 June 14
WEEKLY CFR SOUTH CHINA COAL SWAPS DECLINE CONTINUES; Q1'15 LOST US$ 4.55 PMT IN A WEEK
COALspot.com: API 8 CFR South China Coal swap for delivery in Q3 fell US$ 5.25 month on month on Friday, dipping under $69 a tone. The CFR South Ch ...
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- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Australian Coal Association
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- White Energy Company Limited
- Sical Logistics Limited - India
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Parry Sugars Refinery, India
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
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