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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, 13 April 14
INDONESIA TO INDIA FREIGHT MARKET DECLINE CONTINUES
COALspot.com: The freight market continued to drop this week and BDI almost touched 1000 points. BDI closed at 1002 points fell 16.85 pct week o ...
Saturday, 12 April 14
HOW DO YOU CALCULATE LOSS OF EARNINGS FOLLOWING A COLLISION? - INCE & CO
KNOWLEDGE TO ELEVATE
The recent case of Astipalaia vs Hanjin Shenzhen [2014] EWHC 120 (Admlty) has revisited the existing case law on asses ...
Friday, 11 April 14
US COAL PRODUCTION IN MARCH INCREASED 9.69% TO 82.6 MMST MONTH ON MONTH
COALspot.com – United States the world's second largest coal producer, produced approximately 19.10 million short tons (mmst) of coal ...
Thursday, 10 April 14
DRY BULK MARKET IS RISING CLAIMS BIMCO - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Despite the recent fall of the Baltic Dry Index (BDI), when one compares the first quarter of 2014, to similar quarters of the recent past, it i ...
Wednesday, 09 April 14
DRY BULK MARKET STRUGGLED THROUGHOUT THE WEEK - INTERMODAL
The Dry Bulk market struggled throughout the week but the poor performance across the board didn't allow for any positive reversal, pushing ...
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- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Minerals Council of Australia
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- MS Steel International - UAE
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- PTC India Limited - India
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- The University of Queensland
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
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