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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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Friday, 23 May 14
DRY BULK NEWBUILDING CANCELLATIONS COULD HELP SUPPORT MARKET IN THE COMING WEEKS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market's demise over the past few months maybe has come as a surprise to many, but analysts and shipbrokers are looking forward to ...
Thursday, 22 May 14
HEAR SUCCESSFUL CASE STUDIES FROM 10 INDEPENDENT UNCONVENTIONAL GAS OPERATORS
Unconventional Gas Asia 2014 will provide a unique opportunity for Asia’s unconventional gas leaders to share their experience and expertise ...
Thursday, 22 May 14
CNPC-GAZPROM DEAL A MEDIUM - TERM POSITIVE FOR CHINA'S GAS SECTOR
Fitch Ratings says a 30-year deal in which Russia's OAO Gazprom (BBB/Negative) will supply gas to China National Petroleum Corporation (CNPC; A ...
Thursday, 22 May 14
CAPESIZE : RATES ARE STILL UNDER PRESSURE
Handy
A quiet start into the week in Far East, some fresh Indonesian coal order in the market. For trips within S.E. Asia, Supras are trading aro ...
Wednesday, 21 May 14
SHIPPING: MARKET INSIGHT - GEORGE LAZARIDIS
The recent revision by the OECD of its global growth forecast has sparked a debate as to the potential outcome these new figures will have on seabo ...
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- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Chettinad Cement Corporation Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- GAC Shipping (India) Pvt Ltd
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- PTC India Limited - India
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- Parliament of New Zealand
- Vizag Seaport Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- The University of Queensland
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Deloitte Consulting - India
- Planning Commission, India
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
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