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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, 20 April 14
FREIGHT RATES END WEEK ON WEAK NOTE - VISTAAR
Wish you all Happy Easter.
The freight market continued to its downwards as BDI was fell 7.187 percent to 930 points week on week.
The ...
Friday, 18 April 14
US WEEKLY COAL PRODUCTION DECLINED BY 1% TO 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, 17 April 14
DRY BULK MARKET ON RETREAT MODE, WHILE NEWBUILDING ORDERING ACTIVITY STALLS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has kept on retreating this week, a pattern which emerged since late March. Yesterday the BDI (Baltic Dry Index) ended yet a ...
Wednesday, 16 April 14
INDONESIA'S FEBRUARY 2014 COAL EXPORT VOLUME FELL 2.41%
COALspot.com: Indonesia, the world 4th largest coal producer and the global largest multi grade coal exporter shipped around $1.77* billio ...
Wednesday, 16 April 14
Q1 2014 : TERMS OF FREIGHT RATES THE PERFORMANCE IN THE DRY BULK MARKET HAS NOT MET THE HIGH EXPECTATIONS - INTERMODAL
This year the dates for the celebration of Easter will coincide for the Orthodox and the Catholic, so we are already seeing most people in the m ...
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- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- The University of Queensland
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- White Energy Company Limited
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Cement Manufacturers Association - India
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
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