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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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Tuesday, 08 December 20
MARKET ANALYSIS - ALLIED SHIPPING
It is now undisputed that oil consumption for 2020 will post a considerable drop, as demand for several petroleum products has plummeted since the ...
Tuesday, 08 December 20
PANAMAX: THE OVERALL MARKET SEEMS TO BE UNDER NEGATIVE PRESSURE - ALLIED
Capesize
A rather indifferent week for the Capesize market, with BCI 5TC figure finishing the week with slight losses of 0.8%. The Atlantic enj ...
Friday, 04 December 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 04 December 20
THE INDONESIA COAL PRICE REFERENCE REACHES THREE MONTH HIGH ON IMPROVING DEMAND OUTLOOK
COALspot.com: The Indonesia Coal Price Reference reaches three month high on improving demand outlook . The Indonesia Coal Price Reference rose by& ...
Wednesday, 02 December 20
GLOBAL MINING SECTOR OUTLOOK STABLE DUE TO CHINA'S RECOVERY - FITCH RATINGS
China’s post-pandemic economic recovery and sizeable infrastructure-focused government stimulus boosted global metals and mining prices, help ...
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Showing 716 to 720 news of total 6871 |
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- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Georgia Ports Authority, United States
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
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