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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, 20 March 19
COAL EXPORT FEARS RESURFACE AS RESTRICTIONS HIT MORE CHINESE PORTS AND AUSTRALIAN PRICES COP A 'BELTING' - ABC
Australian thermal coal exports to China are under increasing pressure, with indications import restrictions are spreading to other key ports.
...
Monday, 18 March 19
A 56,000DWT SHIP FIXED DELIVERY FOR A SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY CHINA, AT $10,000 - BALTIC BRIEFING
Capesize
The Baltic Capesize market shrugged off its recent negative sentiment to post daily incremental improvements over the last week. Pacif ...
Saturday, 16 March 19
AUSTRALIAN COAL STILL FACING CHINESE DELAY - AAP
Australian coal exports to China are still facing delays, with protectionism and environmental checks blamed for the slowdown.
Coal ...
Thursday, 14 March 19
SUPRAMAX: INDO COAL CARGOES GETTING FIXED AT AROUND US$ 12000 TO CHINA - FEARNLEYS
Capesize
Average daily earning still well below operating costs, and owners keep bleeding - but nevertheless finally some bright spots for the ...
Monday, 11 March 19
SUPRAMAX: A 61,000 DWT VESSEL WAS BOOKED SINGAPORE FOR A TRIP VIA INDONESIA TO CHINA AT $10,500 - BALTIC BRIEFING
Capesize
A faint glimmer of hope with the suggestion the market may have finally bottomed out, with owners attempting to resist further cuts in ...
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Showing 1446 to 1450 news of total 6871 |
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- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Java Power - Indonesia
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Planning Commission, India
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Aditya Birla Group - India
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Deloitte Consulting - India
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- Parliament of New Zealand
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- VISA Power Limited - India
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
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