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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, 18 June 14
CHINESE STEEL PRODUCTION SETS RECORD DURING FIRST TEN DAYS OF JUNE - COMMODORE RESEARCH & CONSULTANCY
Recently released data shows that average daily crude steel production at China's key steel mills hit a record high of 1.833 million tons durin ...
Wednesday, 18 June 14
MARKET INSIGHT - TIMOS PAPADIMITRIOU
Back in January the expectations for Q3 and Q4 were more than great. Talks and claims for a rising BDI and a healthy market were coming from everyw ...
Tuesday, 17 June 14
DRY BULK FREIGHT RATES TO RISE DURING THE SECOND HALF OF 2014, AS CHINA IS EXPECTED TO START IMPORTING MORE IRON ORE FROM BRAZIL - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
In its latest analysis of the dry bulk market, BIMCO said that it doesn’t expect freight rates to react significantly to increased demand bef ...
Monday, 16 June 14
INDONESIAN COAL SWAPS FOR Q3 DELIVERY FALL 2.34 % MONTH ON MONTH
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, 16 June 14
API 8 CFR SOUTH CHINA COAL SWAPS FALL CONTINUES THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 4.34 percent month on month and closed at US$ 71.05 per mt a ...
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- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Australian Coal Association
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Planning Commission, India
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- PTC India Limited - India
- Singapore Mercantile Exchange
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Star Paper Mills Limited - India
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Parliament of New Zealand
- White Energy Company Limited
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
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