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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, 04 November 19
PANAMAX: WEAKER SENTIMENTS CONTINUED FROM LAST WEEK, WITH RATES FURTHER SOFTENING IN BOTH BASINS - BALTIC BRIEFING
Capesize
The Capesize market meandered slightly upwards this week before giving back much of its gains mid-week. Opening the week at $24,945, t ...
Thursday, 31 October 19
U.S. COAL-FIRED POWER PLANTS SCHEDULED TO SHUT - REUTERS
U.S. power companies expect to retire or convert from coal to gas over 13,800 megawatts (MW) of coal-fired plants in 2019 after shutting over 13,30 ...
Thursday, 31 October 19
SE ASIA MAY BECOME NET FOSSIL FUEL IMPORTER IN COMING YEARS - IEA
Southeast Asia is set to become a key driver of world energy trends over the next 20 years as its energy demand grows at twice the global average, ...
Monday, 28 October 19
ULTRAMAX: ASIA RATES REMAINED UNDER PRESSURE WITH THE NORTH LACKING FRESH ENQUIRY - BALTIC BRIEFING
Capesize
The end of the week brought about a small increase in sentiment heading into a long weekend for some regions. After sustaining a drop ...
Thursday, 24 October 19
AUSTRALIA'S HOPES TO EXPAND COAL EXPORTS IN SOUTH-EAST ASIA 'DELUSIONAL', EXPERTS SAY - THE GUARDIAN
The number of new coal-fired power plants starting construction across south-east Asia has fallen markedly over the past two years as Australia has ...
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Showing 1296 to 1300 news of total 6871 |
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- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Straits Asia Resources Limited - Singapore
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Port Waratah Coal Services - Australia
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- Planning Commission, India
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
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