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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, 19 December 18
GLOBAL SHIPPING SCOUTS FOR FUTURE GROWTH - PETER SAND, BIMCO
Where do we go to find economic growth that spurs shipping demand in the next five years? According to the International Monetary Fund (IMF), we sh ...
Wednesday, 19 December 18
SHIPPING MARKET INSIGHT - INTERMODAL
As another year is coming to an end, it is interesting to look at the main shipping markets and how these performed compared to 2017.
&nb ...
Tuesday, 18 December 18
COAL DEMAND WILL REMAIN STEADY THROUGH 2023, INTERNATIONAL ENERGY AGENCY SAYS - TOM DICHRISTOPHER, CNBC
Coal consumption is on the rise but will remain roughly stable over the next five years, the International Energy Agency forecasts.
...
Tuesday, 18 December 18
DRY BULK: IN ABSOLUTE TERMS, ALL MAIN SIZE SEGMENTS SAW THEIR ACTUAL VOLATILITY FIGURES DECREASE - ALLIED
Since the beginning of 2016, when the dry bulk market reached its absolute bottom, freight rates have been ever since on an upward trajectory. Taki ...
Tuesday, 18 December 18
COAL OUTLOOK BULLISH DESPITE WEAK CHINESE IMPORT DATA - HEREN, ICIS
Coal prices may appreciate over the remainder of 2018 even despite recent data showing falling imports from the world’s largest producer and ...
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Showing 1521 to 1525 news of total 6871 |
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- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Wood Mackenzie - Singapore
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Planning Commission, India
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Star Paper Mills Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
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