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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.
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Thursday, 08 May 14
INDONESIAN COAL PRICE REFERENCE IN MAY CRASHES THROUGH $74
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia has revised down again the coal bench mark price by US$ 1.21 / MT to ...
Wednesday, 07 May 14
THE DRY BULK MARKET HAS NOTED ANOTHER WEEKLY POSITIVE GAIN
Chartering (Wet: Softer- / Dry: Stable+)
The Dry Bulk market has noted another weekly positive gain, driven by the Capesize segment, but we ne ...
Wednesday, 07 May 14
SGX ENHANCES ITS COMMODITIES PRODUCT OFFERING
COALspot.com: SGX is building up its bulk commodity product offerings with 9 more derivative contracts over the next 2 months, subject to regula ...
Tuesday, 06 May 14
NEWCASTLE COAL EXPORT SLIPS 7.92% WEEK ON WEEK
COALspot.com: In the week ended 07:00 hours 5 May 2014, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland ...
Monday, 05 May 14
HUANENG CLEAN ENERGY RESEARCH INSTITUTE HAS CONFIRMED TO SPEAK AT CCF2014
Press Release: Produced by CDMC Events, The 13th Clean Coal Forum 2014 will be held on June 12,13, 2014 in Beijing, China. We are glad to invite ...
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- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- ICICI Bank Limited - India
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Barasentosa Lestari - Indonesia
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Posco Energy - South Korea
- White Energy Company Limited
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
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