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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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Sunday, 18 May 14
FREIGHT RATES ARE EXPECTED TO BE FIRM NEXT WEEK
COALspot.com: The freight market was steady with the BDI was closed slightly higher at 1027 points or up 3.00 pct week on week.
The Cape ...
Friday, 16 May 14
KOMIPO IS LOOKING FOR 60K MT OF LOW VOLATILE BITUMINOUS COAL
COALspot.com : Korea Midland Power Co., Ltd. has invited bids through International open bidding for 60,000 Metric Tons (MT) of low volatile bitumi ...
Friday, 16 May 14
U.S. COAL PRODUCTION TOTALED APPROXIMATELY 18.9 MMST
COALspot.com – United States the world's second largest coal producer, produced approximately 18.9 million short tons (mmst) of coal i ...
Thursday, 15 May 14
PANAMAX : SHORT PERIOD UP TO ONE YEAR REPORTED IN THE 12.000-12.500 RANGE - FEARNRESEARCH
Handy
The Supra and handy market seems to be affected by the recent holidays in Singapore which still relatively quiet. There are some Indo / ...
Thursday, 15 May 14
USA COAL CONFERENCE
Press Release: IHS Inc. (NYSE: IHS), the leading global source of information and analysis, will host the Coal USA Conference, June 18-20, 2014, ...
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- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Binh Thuan Hamico - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- White Energy Company Limited
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- The University of Queensland
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
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