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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, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the po ...
Tuesday, 07 April 20
CORONAVIRUS AND LOCKDOWNS DRAG DOWN THE INDONESIAN COAL PRICE REFERENCE IN APRIL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of the Indonesian ther ...
Monday, 06 April 20
A 52,000DWT SHIP FIXING DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY TAIWAN, AT $3,100 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this me ...
Friday, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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Showing 1026 to 1030 news of total 6871 |
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- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Planning Commission, India
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
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