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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, 09 June 14
API 8 CFR SOUTH CHINA COAL SWAP Q3 14 DELIVERIES LOST 4.61% M-O-M
COALspot.com: API 8 CFR South China Coal swaps for average Q3 14 deliveries lost 4.61 percent month on month and closed at US$ 71.62 per mt a ...
Sunday, 08 June 14
DRY BULK MARKET RATES FOR PANAMXES TO REMAIN VOLATILE; NO IMPROVEMENTS SEEN OVER THE WEEK
COALspot.com: Cape index increase pushes BDI index to 989 points week on week. The BDI firmed up by 5.88 pct and closed at 989 points week ended 6 ...
Saturday, 07 June 14
EVERYTHING CHANGES, AND NOTHING ABIDES - HERACLITUS
A couple of weeks ago, and while everyone was focusing on the struggling freight market, Russia and China made history by signing a three-decade lo ...
Saturday, 07 June 14
FIRST BITE AT ANTI-CORRUPTION CLAUSE - BIMCO
In recent years a number of countries have introduced anti-corruption legislation which, unfortunately, fails to recognise the practical implicatio ...
Saturday, 07 June 14
U.S. MONTHLY COAL PRODUCTION SLIGHTLY HIGHER IN MAY 2014
COALspot.com – United States the world's second largest coal producer, produced approximately 19.2 million short tons (mmst) of coal in a ...
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- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Globalindo Alam Lestari - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Orica Mining Services - Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Petron Corporation, Philippines
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Australian Coal Association
- Indonesian Coal Mining Association
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
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