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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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Friday, 28 September 18
INDONESIA 2018 COAL OUTPUT TARGET NOW AROUND 507 MLN T - ENERGY MINISTRY : REUTERS
Indonesia has increased its 2018 coal production target to around 507 million tonnes from a previous target of 485 million tonnes, the Energy Minis ...
Friday, 28 September 18
FITCH RATINGS: METALLURGICAL COAL MINERS MAY CURB COSTS AS PRICES SLIP
Strong cost inflation in the global metallurgical coal sector suggests that miners may focus on cost controls as prices decline from their current ...
Wednesday, 26 September 18
IS YOUR CHARTER PARTY READY FOR 2020? - METTE KRONHOLM FRAENDE, BIMCO
As the deadline for the IMO’s global low-sulphur fuel requirements fast approaches, it is necessary to carefully check the bunker clauses in ...
Wednesday, 26 September 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Despite the fact that the dry bulk SnP market saw an admittedly busy summer season, there is a noticeable slowdown in activity during the past thre ...
Tuesday, 25 September 18
THE INCONVENIENT TRUTH OF RISING COAL PRICES - FORBES
Coal prices are not supposed to be rising as governments tighten environmental controls but that’s precisely what is happening at the premium ...
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Showing 1606 to 1610 news of total 6871 |
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- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Economic Council, Georgia
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Bhatia International Limited - India
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- PTC India Limited - India
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- Planning Commission, India
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
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