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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, 10 April 19
CHINA'S GROWING THERMAL COAL SUPPLY TO PRESSURE EXPORTERS - FITCH RATINGS
Growing Chinese thermal coal supply is likely to lead to further tightening of import controls by the government, putting pressure on seaborne coal ...
Wednesday, 10 April 19
SHIPPING MARKET INSIGHT - INTERMODAL
The tragedy in Brazil’s Vale Brumadinho where a tailings dam collapsed in January ranks among the world’s worst mining disasters. It co ...
Monday, 08 April 19
5TH INDIA NUCLEAR NEW BUILD CONGRESS 2019
5th India Nuclear New Build Congress 2019
The congress in Mumbai aims to bring together representatives from governments, regulators ...
Monday, 08 April 19
THERMAL COAL PRICES FALL, INDIAN POWER PLANTS TO SEE LIMITED GAINS - BUSINESS STANDARD
Thermal coal prices are on a downward spiral globally. Australian coal prices have fallen nearly 20 per cent in the past week, and 40 per cent from ...
Monday, 08 April 19
CHEAP COAL SWELLS IN SOUTHEAST ASIA, FOILING GLOBAL GREEN PUSH - NIKKEI
Southeast Asian countries are turning to low-cost coal to satisfy their surging electricity demand as the West shies away from the fossil fuel unde ...
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Showing 1426 to 1430 news of total 6871 |
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- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Electricity Authority, New Zealand
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- GMR Energy Limited - India
- Parliament of New Zealand
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Thai Mozambique Logistica
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- Planning Commission, India
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Central Electricity Authority - India
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Bhatia International Limited - India
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