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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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Friday, 08 May 20
THE COLLAPSE OF THE OIL AND BUNKER FUEL MARKETS IN EARLY 2020 - PETER SAND
The sulphur regulation from the International Maritime Organization (IMO) that came into force on 1 January 2020 took the centre stage in the shipp ...
Friday, 08 May 20
LNG DEMAND FACED SEVERAL HEADWINDS IN THE FIRST QUARTER OF 2020 - GASLOG
LNG demand faced several headwinds in the first quarter of 2020 including a warmer than average winter in the northern hemisphere, high inventory l ...
Thursday, 07 May 20
IEEFA UPDATE: THE OUTLOOK FOR THERMAL COAL IN SOUTHEAST ASIA AND SOUTH ASIA
Seven headwinds are building to sustained growth in coal in Asia
The medium term outlook for thermal coal in Southeast Asia is posit ...
Thursday, 07 May 20
IMO 2020: BUNKER CLAIMS HANDLING GUIDE FOR A NEW DECADE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
IMO 2020 is the term generally used to describe the following regulations under Annex VI of the International Convention ...
Thursday, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
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- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Orica Australia Pty. Ltd.
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- GMR Energy Limited - India
- Sical Logistics Limited - India
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Australian Coal Association
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- White Energy Company Limited
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Minerals Council of Australia
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Central Electricity Authority - India
- The University of Queensland
- Indika Energy - Indonesia
- Aditya Birla Group - India
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