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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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Friday, 01 May 20
LUKOIL SHARES LUBRICANT EXPERIENCE AFTER FIRST 100 DAYS OF OPERATION ON VLSFO
KNOWLEDGE TO ELEVATE
After 100 days of VLSFO operation, LUKOIL Marine Lubricants is sharing recent experience on VLSFO operation with NAVIGO M ...
Wednesday, 29 April 20
OIL CLOSES IN ON PEAK OVERSUPPLY - WOOD MACKENZIE
Are we now deep in the abyss? Up to our necks in it, if the oil price is any guide. Brent has now tested sub-US$20/bbl in this downturn and WTI sub ...
Monday, 27 April 20
INCIDENT INVESTIGATION: SEARCH FOR THE CAUSE, NOT THE VILLAIN - GARD
Incident investigations often conclude with placing the blame for an incident on the crew. Causes of the incidents are usually identified as proced ...
Monday, 27 April 20
A 58,000DWT VESSEL WAS FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY WC INDIA, AT $4,500 - BALTIC BRIEFING
Capesize
The tide turned this week for the Capesize market, as voyage rates registered dramatically falling fuel costs. This was led primarily ...
Sunday, 26 April 20
STRONGER BUNKER PRICES FAIL TO RALLY FREIGHT MARKET - FIS
VLSFO bunker prices rebounded by $22.50 to $229/mt in the port of Singapore but failed to turn around the spot freight market.
Some ...
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- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Wilmar Investment Holdings
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Australian Coal Association
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Parliament of New Zealand
- Interocean Group of Companies - India
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
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