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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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Tuesday, 26 February 19
THE RELATIVELY DISAPPOINTING SCENE PORTRAYED IN THE DRY BULK MARKET RIGHT NOW - ALLIED SHIPBROKING
The relatively disappointing scene portrayed in the dry bulk market right now (especially in the Capesize segment) is undoubtedly one of the prevai ...
Friday, 22 February 19
AUSTRALIAN HIGH CV THERMAL COAL PRICES AT 19-MONTH LOW, BUT NOT FOR LONG - WOOD MACKENZIE
The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has be ...
Wednesday, 20 February 19
EFFECTIVE NOTICES OF ARBITRATION - AVOIDING WASTED COSTS AND A POTENTIALLY TIME-BARRED CLAIM
KNOWLEDGE TO ELEVATE
In a recent case, The Amity [2017], charterers successfully set aside an arbitration award on the basis that ow ...
Wednesday, 20 February 19
SHIPPING MARKET INSIGHT - INERMODAL
Market experts mostly agree that the recent dry bulk market downtrend was caused by seasonal slowdown amid the Chinese New Year celebrations in com ...
Tuesday, 19 February 19
AUSTRALIA'S COAL FUTURE UNDER THREAT AS MORE CHANGES HIT FOSSIL FUELS GLOBALLY - ABC
Two disparate decisions from opposite corners of the world have sounded warnings for the future of Australia’s coal industry.
...
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Showing 1461 to 1465 news of total 6871 |
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- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Africa Commodities Group - South Africa
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- SMC Global Power, Philippines
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Energy Development Corp, Philippines
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