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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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Thursday, 18 October 18
SUPRAMAX: INDO/WC INDIA SUPRAS ARE FIXING AROUND MID $14000S P/D BASIS SPORE DELIVERY
Capesize
The volatile Cape market continues this week, especially in the Pacific says Fearnleys in its latest weekly report.
...
Thursday, 18 October 18
COAL SHORTAGE HITS POWER SECTOR AGAIN; HOW INDIA CAN GET ITS PRODUCTION RIGHT - ANIL SWARUP
By convincing states of the value proposition of increased production, the record production of Fy15 & Fy16 can be emulated.
The ...
Thursday, 18 October 18
CHINA POWER REFORM NEUTRAL ON GRIDS, PRESSURES IPP MARGINS - FITCH RATINGS
China's power sector reform has a broadly neutral impact on transmission grids although it will pressure the power producers' margins, says ...
Wednesday, 17 October 18
ESCROW SERVICE FOR BALTIC MEMBERS NOW LIVE
The Baltic Exchange’s Escrow Service for its members to hold deposits for ship sale transactions goes live today (15 October). The service is ...
Wednesday, 17 October 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
In the last three months approximately 72 tankers changed hands involving ships larger than 33kdwt up to VLCC. 43 of those vessels had to do ...
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Showing 1586 to 1590 news of total 6871 |
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- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Parliament of New Zealand
- Anglo American - United Kingdom
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Romanian Commodities Exchange
- MS Steel International - UAE
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
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