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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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Wednesday, 04 March 20
CORONAVIRUS: A WILDCARD FOR BULKS DEMAND - WOOD MACKENZIE
The coronavirus is casting a shadow across commodity markets. It has undermined China’s economic sentiment, putting the country’s growt ...
Wednesday, 04 March 20
THERMAL COAL TO 'PHASE OUT', STRONG DEMAND FOR COKING COAL: PLATO - SYDNEY MORNING HERALD
Plato Investments managing director Don Hamson says Australian iron ore producers are set to benefit in the fallout from coronavirus as China will ...
Wednesday, 04 March 20
CHINA PROVINCE TO CLOSE 10 MLN TONNES OF COAL CAPACITY IN 2020 - XINHUA
Southwest China’s Guizhou Province plans to phase out 10 million tonnes of outdated coal production capacity by closing 80 coal mines in 2020 ...
Wednesday, 04 March 20
UKRAINE PRODUCED OVER 2.55 MLN TONNES OF COAL IN FEBRUARY - UKRINFORM
In February 2020, Ukraine produced over 2.55 million tonnes of coal, which is 0.2% less than planned.
The Coal Miners Union of Ukrai ...
Tuesday, 03 March 20
IMPORTANCE OF MASTER'S CARGO CHECKS - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
Adecision in recent High Court case has made it clear that there is no implied indemnity from a charterer to their counte ...
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Showing 1096 to 1100 news of total 6871 |
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- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Globalindo Alam Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- Posco Energy - South Korea
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Australian Coal Association
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- Planning Commission, India
- Eastern Coal Council - USA
- PTC India Limited - India
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
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