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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, 22 September 18
SHIPOWNERS URGENTLY NEED A FUEL-MANAGEMENT PLAN - METTE KRONHOLM FRAENDE, BIMCO
With the majority of ship operators expected to choose low-sulphur fuel over scrubbers to comply with the new IMO sulphur cap regulation, all eyes ...
Saturday, 22 September 18
GERMANY'S MOVE TO SCRAP COAL WILL COST TAXPAYERS - BRIAN PARKIN | WILLIAM WILKES
Chancellor Angela Merkel’s plan to close Germany’s remaining coal-fired power stations will drive up subsidies for regions that mine th ...
Saturday, 22 September 18
FITCH RATINGS: WORLD GROWTH FORECAST CUT ON US-CHINA TRADE BATTLE
Protectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with th ...
Tuesday, 18 September 18
COOLING OUTLOOK FOR COAL - KATE JONES
At a time of increasing focus on the renewables market as the world seeks to clean up its act to prevent climate change, what is the outlook like f ...
Monday, 17 September 18
GLENCORE RETURNS TO JAPAN COAL TALKS SCUPPERED BY HIGH PRICES - BLOOMBERG
Mining giant Glencore Plc and Japanese utilities have resumed thermal coal supply negotiations, restarting talks that fell apart earlier this year ...
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Showing 1611 to 1615 news of total 6871 |
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- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- The University of Queensland
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
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