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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, 25 April 14
2ND MYANMAR ELECTRIC POWER CONVENTION 2014 IS THE GATEWAY TO MYANMAR POWER INDUSTRY!
Press Release: 2nd Myanmar Electric Power Convention (MEPC) 2014 is scheduled on 21-23 October, 2014 at Traders Hotel in Yangon, Myanmar. MEPC o ...
Friday, 25 April 14
DRY BULK MARKET LOOKING FOR NEW TRACTION - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market seems to have gained its footing after the past few dissapointing weeks, during which the Baltic Dry Index (BDI) shedded mos ...
Thursday, 24 April 14
HANDY : A FLOW OF FRESH REQUIREMENTS LIFTING THE PACIFIC SLOWLY TO US$ 10-11 K BSS SINGAPORE FOR COAL ROUNDS
Handy
There is still no place to hide in the Atlantic for the smaller but flexible sizes. Slow and weak seems to be the headlines, although th ...
Wednesday, 23 April 14
EUROPE WOULD BE HARD PRESSED TO REPLACE RUSSIAN GAS, FITCH RATINGS SAYS
A ban on Russian gas imports to the EU would cause substantial disruption to Europe's economy and industry, Fitch Ratings says. In the immed ...
Wednesday, 23 April 14
KOMIPO INVITES BIDS FOR LOW VOLATILE BITUMINOUS COAL
COALspot.com : Korea Midland Power Co., Ltd. has invited bids through International open bidding for 90,000 Metric Tons (MT) of low volatile bit ...
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- Aditya Birla Group - India
- Eastern Energy - Thailand
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- The University of Queensland
- Altura Mining Limited, Indonesia
- Iligan Light & Power Inc, Philippines
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- McConnell Dowell - Australia
- Marubeni Corporation - India
- Eastern Coal Council - USA
- VISA Power Limited - India
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
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