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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, 01 June 20
SUPRAMAX: IN SOUTH EAST ASIA RATES TRADED SIDEWAYS - BALTIC BRIEFING
Capesize
A sober end to the week, with the market seemingly ready for the weekend. After a steady week of rate declines a small flurry of Atlan ...
Friday, 29 May 20
COVID-19: COAL SUPPLY BY CIL TO POWER SECTOR DIPS 22% TO 32 MT IN APRIL DUE TO DEMAND SLUMP - PTI
Over 95% of CIL’s production comes from its 171 open cast mines.
The supply of coal to the power sector by state-owned Coal In ...
Friday, 29 May 20
AUSTRALIA'S NEW HOPE WARNS OF HIT FROM COAL PRICE SLUMP - REUTERS
Australia’s New Hope Corp Ltd said on Thursday that a sudden drop in thermal coal prices and lower output from its Queensland operations woul ...
Friday, 29 May 20
GOVT MAY LAUNCH COAL BLOCKS AUCTION PROCESS UNDER COMMERCIAL MINING ON JUN 11 - PTI
The Centre is likely to launch the process of coal blocks auction under commercial mining on June 11 and around 50 mines are expected to go under t ...
Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
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Showing 941 to 945 news of total 6871 |
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- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- CNBM International Corporation - China
- Siam City Cement - Thailand
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Tamil Nadu electricity Board
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Bhatia International Limited - India
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- Economic Council, Georgia
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- ICICI Bank Limited - India
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
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