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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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Saturday, 29 December 18
DELIVERY OF CARGO WITHOUT PRODUCTION OF THE ORIGINAL BILL OF LADING - TT CLUB
KNOWLEDGE TO ELEVATE
As the bill of lading is a document of title, a person presenting it to the carrier or its agent is ostensibly entitled t ...
Friday, 28 December 18
BIMCO 2020 SULPHUR CLAUSES: "A FAIR ALLOCATION OF RESPONSIBILITIES AND LIABILITIES'? - INCE & CO.
To assist owners and charterers to address the legal issues arising under any time charterparties, which will span the 1 January 2020 implementatio ...
Thursday, 27 December 18
DRY BULKERS SPOT FREIGHT MARKET W/E 21 DEC - ALLIED SHIPBROKING
Capesize
A negative week for the Capesize sector, as activity remained at low levels, especially in the Pacific, with rumors regarding agreed r ...
Thursday, 27 December 18
SHIPPING IS ENTERING A NEW ERA OF EVER CHALLENGING CONDITIONS - ALLIED
As we move closer to the end of the year and we look forward into New Year, we are still finding ourselves looking deep into a market outlook full ...
Tuesday, 25 December 18
FUEL QUALITY AND SAFETY IN IMO CONVENTIONS: A GROWING CHALLENGE, EVEN PRIOR TO 1 JANUARY 2020 - IUMI
At the 100th session of the International Maritime Organization’s (IMO) Maritime Safety Committee (MSC) meeting discussions on fuel quality a ...
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Showing 1511 to 1515 news of total 6871 |
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- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- Kartika Selabumi Mining - Indonesia
- Vizag Seaport Private Limited - India
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Marubeni Corporation - India
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Central Electricity Authority - India
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
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