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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, 03 March 20
COAL'S SHARE OF CHINA ENERGY MIX FALLS IN 2019 BUT CONSUMPTION STILL RISING - REUTERS
Coal accounted for 57.7% of China’s primary energy consumption in 2019, the National Bureau of Statistics said on Friday, down 1.5 percentage ...
Monday, 02 March 20
SHIPOWNERS AND OPERATORS COULD FACE DETENTION OF SHIPS FROM 1ST MARCH UNDER IMO RULE - ICS
Port state control authorities will begin to enforce the IMO’s Sulphur 2020 from 1st March, making it an offense for ships to carry fuel that ...
Saturday, 29 February 20
SUPRAMAX SENTIMENT WAS UP IN A FEW KEY AREAS OVER THE LAST WEEK - BALTIC BRIEFING
Capesize
The Capesize market woes related to Coronavirus have now spread through the wider global markets like wildfire. The wider supply and d ...
Thursday, 27 February 20
FOREIGN COMPANIES LIKELY TO SKIP COMMERCIAL COAL BLOCK AUCTIONS - ECONOMIC TIMES
The Centre is in the process of inviting global players for commercial mining, following 100% foreign direct investment in the sector. However, giv ...
Wednesday, 26 February 20
SHIPPING MARKET INSIGHT - INTERMODAL
Coming from one of its busiest periods historically, with a list of scrubber and BWMS retrofits on a waiting list, the ship repair sector is witnes ...
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Showing 1101 to 1105 news of total 6871 |
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- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Australian Coal Association
- Carbofer General Trading SA - India
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Banpu Public Company Limited - Thailand
- Meralco Power Generation, Philippines
- PTC India Limited - India
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
- Medco Energi Mining Internasional
- Coalindo Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- White Energy Company Limited
- Central Electricity Authority - India
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Economic Council, Georgia
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
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