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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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Monday, 25 November 19
COAL SUPPLY BY CIL TO POWER SECTOR DROPS OVER 8 PC TO 253 MT IN APRIL-OCTOBER - PTI
Supply of coal by state-owned CIL to the power sector registered a decline of 8.5 per cent to 253 million tonnes in the April-October period of thi ...
Monday, 25 November 19
A 53,000DWT SHIP FIXED AT $9,500 DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY VIETNAM - BALTIC BRIEFING
Capesize
After a week of value being eroded on the Capesize market, Friday brought improved sentiment across most of the routes. The 5TC averag ...
Monday, 25 November 19
KOWEPO INVITED 6.79 MILLION TONS OF (SUB)BITUMINOUS STEAM COAL BIDS
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for 6,798,000 tons of coal for 5 years ...
Friday, 22 November 19
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 22 November 19
FORTY PERCENT OF ADARO'S COAL SALES VOLUME IN 9M19 GOES TO THE SOUTHEAST ASIA REGION
PT Adaro Energy Tbk released its consolidated financial statements yesterday, for the nine month period, ending September 30, 2019.
...
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Showing 1271 to 1275 news of total 6871 |
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- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- PTC India Limited - India
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Karaikal Port Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Central Electricity Authority - India
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
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