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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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Monday, 28 September 20
NEW LNG PROJECTS - ALL DRESSED UP AND NO PLACE TO GO - WOOD MACKENZIE
It was meant to be another boom year. After a record 70 mmtpa of new LNG capacity was sanctioned in 2019, at least as much capacity was lined up fo ...
Thursday, 24 September 20
SUPRAMAX: INDO TO INDIA FIXING AROUND US$13,000 - FEARNLEYS
Cape
Over the last week the iron ore segment from Brazil to China has picked up, and we see freight rates up USD 2 (12%) week on week Fearnleys ...
Thursday, 24 September 20
KOREA MIDLAND POWER TO BUY 1.92 MILLION TONS OF 4,300-4,700 NCV COAL FOR THREE YEARS
COALspot.com: Korea Midland Power Co. Ltd, has issued an International tender for 640,000 MT 4,300-4,700 kcal/kg NCV coal per year.
...
Wednesday, 23 September 20
VIETNAM'S NEW POWER DEVELOPMENT PLAN MUST OPTIMIZE RENEWABLES AND AVOID FOSSIL FUEL LOCK-IN: IEEFA
EVN’s financial constraints leaves the utility with little room for error
Implementing Vietnam’s soon-to-be-launched next Power De ...
Wednesday, 23 September 20
MARKET INSIGHT - INTERMODAL
Undoubtedly, this year (ongoing) will never be forgotten because in a matter of months it has managed to severely affect and shape our day to day p ...
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Showing 776 to 780 news of total 6871 |
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- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- OPG Power Generation Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- The University of Queensland
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- McConnell Dowell - Australia
- The Treasury - Australian Government
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- PTC India Limited - India
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
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