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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, 13 September 18
SHIPPING IS INCREASINGLY CAUGHT IN THE TRADE WAR LINE OF CROSSFIRE - PETER SAND
Once again, the already long list of tariffed goods has been made even longer. Many more commodities were hit on 23 August, but September is likely ...
Wednesday, 12 September 18
THE INTERRELATIONSHIP BETWEEN LETTERS OF INDEMNITY AND CHARTERPARTY "TIME BAR" PROVISIONS - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Introduction
A recent English Court of Appeal decision provides important guidance on the applicability of charterpar ...
Wednesday, 12 September 18
IS LNG POISED FOR A NEW GROWTH CYCLE? - WOOD MACKENZIE
Gas needs to work for its long-term sustainability. But the mood music is upbeat. Just 18 months ago the LNG market was depressed, anticipating an ...
Wednesday, 12 September 18
U.S. TOTAL COAL EXPORTS TO BE 107 MMST IN 2018 AND 101 MMST IN 2019 - EIA
EIA forecasts U.S. coal production will decline by 1% to 768 million short tons (MMst) in 2018, despite a 10% (10 MMst) increase in coal exports.
...
Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
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Showing 1621 to 1625 news of total 6871 |
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- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Planning Commission, India
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Australian Coal Association
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- The University of Queensland
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
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