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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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Sunday, 07 June 20
A SCRUBBER FITTED 61,000 ULTRAMAX WAS FIXED DELIVERY PHILIPPINES TRIP VIA SOUTH AFRICA REDELIVERY VIETNAM AT $9,500 - BALTIC BRIEFING
Capesize
The small flicker of hope at the beginning of this week has kindled a small fire under the Capesize market. At a paltry $3369 from the ...
Saturday, 06 June 20
KOREA SOUTH-EAST POWER CO INVITED COAL BIDS FOR MIN 5600 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 270,000 Tons (MT) min. 5600 NCV co ...
Friday, 05 June 20
COAL INDIA ESTIMATES PRODUCTION GROWTH BY OVERBURDEN REMOVAL - FINANCIAL EXPRESS
PSU miner Coal India (CIL) has now limited mining only to Overburden Removal (OBR) with falling demand of coal. The mining behemoth is now keeping ...
Friday, 05 June 20
U.S. SANCTIONS COMPLIANCE GUIDANCE RELEASED FOR THE GLOBAL MARITIME, ENERGY AND METALS SECTORS - AKIN GUMP
Key Points
On May 14, 2020, OFAC, the Department of State and the U.S. Coast Guard jointly released guidance for persons involved in the ma ...
Friday, 05 June 20
IN THE FIRST 5 MONTHS OF 2020 AUSTRALIA SHIPPED 6.8 MLN TONNES TO VIETNAM - BANCHERO COSTA
In the first 5 months of 2020, global seaborne coal trade declined by as much as -8% year-on-year, according to vessel tracking data from Ref ...
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- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Planning Commission, India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Romanian Commodities Exchange
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
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