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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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Friday, 08 March 19
KOMIPO INVITES BIDS FOR 2.6 MILLION TONS OF AUSTRALIAN 5700 NAR COAL FOR FIVE YEARS
South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 MT of min. 5700 NAR coal of Australian origin to be burnt ...
Friday, 08 March 19
CHINA'S COAL DEMAND FORECAST TO DROP SLOWLY - YONHAP
China’s coal demand is expected to fall at a snail’s pace over the next 20 years due to the country’s preference for the cheap fo ...
Thursday, 07 March 19
INDONESIAN COAL PRICE REFERENCE PLUNGE TO LOWEST IN SEVEN MONTHS
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 06 March 19
KOSPO INVITES BIDS FOR 80,000 MT OF 3800 NCV COAL FOR 21 - 30 MARCH, 2019 LOADING
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 80,000 MT of min 3,800 kcal/kg NCV low calor ...
Wednesday, 06 March 19
KOREA SOUTHERN POWER CO INVITES BIDS FOR 980,000 MT OF 4600 NCV COAL FOR THREE YEARS
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 4,600 kcal/kg NCV low calo ...
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Showing 1451 to 1455 news of total 6871 |
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- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- PTC India Limited - India
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- The University of Queensland
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Bhoruka Overseas - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Agrawal Coal Company - India
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
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