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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, 13 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
The improvements seen in the dry bulk market during the unexpectedly strong Q3 brought enthusiasm and optimism for a last quarter rally. Indeed as ...
Tuesday, 12 November 19
COAL IMPORTS AT MAJOR PORTS SLIP 18 PC TO 51 MT IN APRIL-OCTOBER - ECONOMIC TIMES
The Indian Ports Association (IPA), which maintains cargo data handled by these 12 ports, in its recent report, said "percentage variation fro ...
Monday, 11 November 19
EMINENT MARITIME ORGANIZATIONS AND INDIVIDUALS WERE HONORED
SHIPTEK 2019 Anchors in Greece for its 12th edition.
Eminent Maritime Organizations and Individuals were honored
Greec ...
Wednesday, 06 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
With less than two months before the end of the year, the shipping and refining industries have already taken measures and invested to accommodate ...
Monday, 04 November 19
COAL INDIA'S OCTOBER PRODUCTION MAY FALL 20% - PTI
Coal India’s production in October is likely to be 19-20 per cent lower at about 40 million tonne, as compared to 49.77 million tonne produce ...
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Showing 1291 to 1295 news of total 6871 |
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- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- The University of Queensland
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Sojitz Corporation - Japan
- Economic Council, Georgia
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
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