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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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Wednesday, 06 May 20
COST CHALLENGES IN A US$20/BBL WORLD - WOOD MACKENZIE
A new approach is needed to ensure supply sector resilience
How will US$20/bbl affect the oil and gas supply chain?
It’s going to g ...
Wednesday, 06 May 20
MARKET INSIGHT - INTERMODAL
It comes as no surprise that activity in the dry bulk SnP market remains soft, with asset values caught in the downward spiral generated by the Cov ...
Wednesday, 06 May 20
FLOATING STORAGE OF OIL CARGOES - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Due to a combination of circumstances there is now a worldwide shortage of storage space ashore for both unrefi ...
Wednesday, 06 May 20
IRON ORE TRADE REMAINS REMARKABLY RESILIENT THIS YEAR, AT LEAST IN ASIA - BANCHERO COSTA
Iron ore trade remains remarkably resilient this year, at least in Asia, despite the global economic impact from COVID-19. In the first 4 months of ...
Tuesday, 05 May 20
SUPRAMAXES: YTD SLIDE HAS BEEN 45%, WITH THE AVERAGE FOR 2020 TCA HOLDING AT US$5,793 - ALLIED
It has been almost three months since the WHO officially categorized the current coronavirus outbreak as a global pandemic, an outbreak that has br ...
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- Pendopo Energi Batubara - Indonesia
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Central Electricity Authority - India
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
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