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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, 14 October 19
WINTER OIL MARKET OUTLOOK - OPEC
Product markets in the last two months have benefitted from seasonal maintenance which have led to a tighter product market environment, providing ...
Sunday, 13 October 19
INDONESIA: PANAMAX VESSELS OPEN SOUTH CHINA WERE REPORTEDLY FIXED AT $14,000 LEVEL, WITH REDELIVERY BACK IN CHINA - BALTIC BRIEFING
Capesize
The Capesize market managed to find a floor and rally a little this week after several weeks of declines. While the West Australia to ...
Friday, 11 October 19
INDIAN MINERS REJECT PLAN TO LINK NATIONAL COAL INDEX TO FOREIGN PRICES - REUTERS
India’s miners are rejecting a government proposal to establish a national coal index that would be linked to international prices, documents ...
Friday, 11 October 19
THE OCTOBER BENCHMARK PRICE OF INDONESIAN THERMAL COAL DECLINES TO LOWEST SINCE OCTOBER 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Friday, 11 October 19
KOREA SOUTH-EAST POWER TO IMPORT LCV COAL IN NOVEMBER
COALspot.com: South Korea’s Korea South-East Power Co., Ltd. (KOEN) has issued an international tender for 75,000 Metric Tons low calorific v ...
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Showing 1316 to 1320 news of total 6871 |
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- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
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