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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, 26 February 20
AS ALL OF THE GLOBAL COAL GIANTS EXIT SOUTH AFRICA, ESKOM TO DEPEND ON TWO MINERS FOR 70% OF ITS SUPPLY - BUSINESS INSIDER
While some of its politicians continue to imagine that coal has a future in South Africa, two key developments from the real world show that securi ...
Tuesday, 25 February 20
DELTA DUNIA MAKMUR REGISTERED A NET PROFIT OF US$20 MILLION FOR FY 2019
PT Delta Dunia Makmur, one of the largest coal mining company in Indonesia, has recorded an US$882 million revenue for FY 2019, 1% lower compared t ...
Tuesday, 25 February 20
SHIPPING UPDATE - ALLIED
The positive feeling and optimism for a fresh rally during the first few months of 2020 that prevailed in the tanker markets during the final quart ...
Monday, 24 February 20
COULD SOME VLSFO FUELS BE BANNED? - GIBSON
The run up to the implementation of the new IMO rules on marine fuels from1st January 2020 had owners and charterers analysing the vari ...
Monday, 24 February 20
CHINA SAYS MAJOR COAL FIRMS RESTORE 95% OF PRODUCTION CAPACITY - REUTERS
China’s coal companies controlled by the central government have resumed operations and are back at more than 95% of their capacity, an offic ...
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Showing 1106 to 1110 news of total 6871 |
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- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- MS Steel International - UAE
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Medco Energi Mining Internasional
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- PTC India Limited - India
- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
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