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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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Monday, 17 September 18
SMALL PERCENTAGE OF THE WORLD FLEET WILL FIT SCRUBBERS - FORECASTS : METTE KRONHOLM FRAENDE
In recent months, there have been numerous reports of a strong pick-up in demand for scrubbers. On 1 January 2020, however, the number of ships fit ...
Saturday, 15 September 18
POWERING SUSTAINABLE DEVELOPMENT WITH LOW EMISSION COAL TECHNOLOGIES - WCA
In its 5th Strategic Energy Plan this year (2018), the Japanese Cabinet recognised coal as an important energy resource, necessary for the country& ...
Friday, 14 September 18
10 YEARS ON FROM LEHMAN, HOW IS SHIPPING'S "HANGOVER"? - CLARKSONS RESEARCH
On 15th September 2008, the collapse of Lehman Brothers crystallised the financial crisis and the onset the worst economic downturn for a century. ...
Thursday, 13 September 18
OPEC SEES SLOWER 2019 OIL DEMAND GROWTH, WARNS ON ECONOMY
Crude Oil Price Movements
In August, the OPEC Reference Basket declined by $1.01 m-o-m, settling at $72.26/b. Crude oil futures were also down ...
Thursday, 13 September 18
SUPRAMAX: INDO-INDIA COAL RUN WAS FIXED CLOSE TO $16000 ON ULTRA - FEARNLEYS
Capesize
Rates took a further drop in the beginning of the week, to later find a floor around mid-week reaching mid USD 7 level for c5 and just ...
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Showing 1616 to 1620 news of total 6871 |
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- San Jose City I Power Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Georgia Ports Authority, United States
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Neyveli Lignite Corporation Ltd, - India
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- PTC India Limited - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Planning Commission, India
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
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