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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 January 20
BHP EYES INDIA FOR COAL GROWTH AS CHINA DEMAND FLATLINES - SYDNEY MORNING HERALD
Australia’s largest miner, BHP, believes the long-term trajectory of the emerging economy of India and the acceleration of its steelmaking ou ...
Sunday, 05 January 20
BUNKER QUALITY CLAIMS IN 2020 - ISSUES TO CONSIDER - CLYDE&CO
KNOWLEDGE TO ELEVATE
In recent years the shipping industry has faced a significant number of bunker quality claims, most notably ari ...
Saturday, 04 January 20
SUPRAMAX: A 53,000DWT VESSEL FIXING DELIVERY INDONESIA TRIP TO CHINA AT $4,000 AND A 58,000DWT SHIP FIXING DELIVERY EAST KALIMANTAN TRIP TO THAILAND AT $5,500 - BALTIC BRIEFING
Capesize
The New Year started with an erosion on pre-Christmas rates as the higher low sulphur fuel costs due to IMO 2020 affected levels. From ...
Thursday, 02 January 20
DMO 2020 PRICE SET FOR ELECTRICITY SECTOR - IAN WOLLFF
On the 26th December 2019, the Minister of Energy and Mineral Resources (ESDM) issued the decree No. 261.K/30.MEM/2019 about the States needs for c ...
Thursday, 02 January 20
SULPHUR 2020 COMPENDIUM - HOW ARE INDIVIDUAL PORT STATES EXPECTED TO REACT? - STANDARD CLUB
KNOWLEDGE TO ELEVATE
With the new sulphur limits soon to be in force, Standard Club has been investigating the ways in which certain jurisdict ...
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Showing 1211 to 1215 news of total 6871 |
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- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- White Energy Company Limited
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- VISA Power Limited - India
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Interocean Group of Companies - India
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- The University of Queensland
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
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