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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, 04 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
For yet another time, the market seems to have its own drivers. After a very disappointing first half, the recent recovery in the shipping market i ...
Tuesday, 20 August 19
NORDEN HAS BEEN AWARDED A 3-YEAR CONTRACT FOR THE TRANSPORTATION OF COAL FROM INDONESIA TO HONG KONG
NORDEN has been awarded a 3-year contract with a power company in Hong Kong for the transportation of coal from Indonesia to Hong Kong.
...
Tuesday, 20 August 19
THE AUGUST 2019 INDONESIAN COAL PRICE REFERENCE POSTS THE FIRST MONTHLY GAIN SINCE AUGUST 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Monday, 19 August 19
INDONESIAN COAL RUNS, A 82,000DWT SHIP WAS FIXED DELIVERY CHINA VIA INDONESIA, REDELIVERY JAPAN, IN THE MID $16,000S - BALTIC BRIEFING
Capesize
The Capesize market was buoyant in both basins this week, posting gains across the board. After bottoming out the previous week, rates ...
Sunday, 11 August 19
ULTRAMAX: A 58,000DWT VESSEL OPEN KEMAMAN FIXED FOR TWO TO THREE LADEN LEGS, REDELIVERY SINGAPORE-JAPAN, AT $12,250 - BALTIC BRIEFING
Capesize
With typhoon Lekima gathering pace, numerous China ports were closed by the end of the week and will likely be for two to three days. ...
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Showing 1346 to 1350 news of total 6871 |
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- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- The Treasury - Australian Government
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Videocon Industries ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- London Commodity Brokers - England
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Economic Council, Georgia
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- ASAPP Information Group - India
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- India Bulls Power Limited - India
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- White Energy Company Limited
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
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