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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, 30 June 14
INDO - INDIA FREIGHT RATES CONTINUE TO WEAK
COALspot.com: The latest dry Index shows that average all-in spot freight declined, the Panamax and Supramax slipping by 9.11 percent and 4% respec ...
Friday, 27 June 14
DRY BULK MARKET STILL LOOKING FOR UPSIDE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has kept up its lacklustre performance during the past week, as evidenced by the course of the Baltic Dry Index (BDI). The BDI ...
Thursday, 26 June 14
PANAMAX : A PACIFIC ROUND PAYS AROUND US$ 3K DAILY - FEARNLEYS AS
Handy
In the Atlantic there has been little activity which again has caused rates to slip across all trades. TA´s are now down to US$ 5,500 ...
Thursday, 26 June 14
KOMIPO INVITES BIDS FOR TOTAL 750K MT OF BITUMINOUS COAL FOR 3CY
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) has issued a new tender for supply of total 250,000 MT of bituminous co ...
Thursday, 26 June 14
COAL DIVESTMENT CAMPAIGNS COME WITH RISKY UNINTENDED CONSEQUENCES - WCA
Last week I presented to the Expert Group on investments in coal and petroleum companies, the body set up to advise the Norwegian Government on whe ...
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- Deloitte Consulting - India
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- Mintek Dendrill Indonesia
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Central Electricity Authority - India
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
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