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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, 16 October 18
A PRACTICAL OVERVIEW OF THE IMO 2020 SULPHUR CAP - CLYDE&CO
KNOWLEDGE TO ELEVATE
With less than eighteen months before Regulation 14.1.3 of Annex VI of the MARPOL Convention comes into effect, there are ...
Saturday, 13 October 18
SUPRAMAX: SIGNIFICANT ACTIVITY IN THE INDIAN OCEAN WAS EVIDENT AND RATES JUMPED - BALTIC BRIEFING
Capesize
A sharp reversal of fortunes for the big ships as the week closed after a depressed beginning. To start with drops were sudden, with t ...
Wednesday, 10 October 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
During the end of last month the BHSI was hovering around 630 points, while the last observed sale on a 10-yr old Japanese Handy was the M/V Van Im ...
Monday, 08 October 18
INDONESIAN THERMAL COAL PRICE REFERENCE FELL 3.74% IN OCTOBER 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Monday, 08 October 18
KOMIPO INVITES BIDS FOR 520,000 TONS OF COLOMBIAN ORIGIN OF 5,700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 MT of min. 5700 NAR coal of Colombian origin ...
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Showing 1591 to 1595 news of total 6871 |
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- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Australian Commodity Traders Exchange
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Uttam Galva Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- The University of Queensland
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
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