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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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Wednesday, 24 June 20
MARKET INSIGHT - INTERMODAL
The World Bank estimates that the global economy will fall by 5.2% this year, underlining that the Covid-19 pandemic has had rapid and massive cons ...
Tuesday, 23 June 20
COVID-19 COULD CAUSE A BOOM IN COAL POWER - RYSTAD ENERGY | OILPRICE
COVID-19 has not only impacted the energy industry’s revenues but also its infrastructure development.
The delay of new natural gas ...
Tuesday, 23 June 20
CHINA'S COAL OUTPUT UP 0.9 PCT IN JANUARY-MAY: XINHUA
Output of raw coal in China rose 0.9 percent year on year to 1.47 billion tonnes in the first five months of this year, official data showed.
& ...
Monday, 22 June 20
KAMSARMAX TYPES REGULARLY HIT THE $9,000 PER DAY LEVEL FOR INDONESIAN COAL RUN TO CHINA, BALTIC BRIEFING SAYS
Capesize
The Capesize market trajectory this week has been one of the steepest rallies the sector has experienced. Opening at $12,410, the sect ...
Saturday, 20 June 20
WORLD OIL DEMAND IS PROJECTED TO DECREASE BY 9.1 MB/D IN 2020 - OPEC
Crude Oil Price Movements
Spot crude oil prices rebounded in May from low levels registered a month earlier, as physical market fundamentals im ...
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- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- GVK Power & Infra Limited - India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- The State Trading Corporation of India Ltd
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- International Coal Ventures Pvt Ltd - India
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