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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, 28 August 18
SUPRAMAX: A COAL TRIP VIA INDONESIA PAID $13,500 ON A 56,000DWT TO WC INDIA - BALTIC BRIEFING
Capesize
The Singapore holiday mid-week disrupted trading and unsettled the market, with owners losing some resilience. The market took on a la ...
Tuesday, 28 August 18
SHIPPING MARKET UPDATE - GEORGE LAZARIDIS
As we edge close to the start of the Autumn Season, a period within the year that is usually characterized as the pivot point from the final quarte ...
Friday, 24 August 18
KOREAN RESTRICTIONS ON COAL SULPHUR IMPACTING HUNTER EXPORTS - THE HERALD
WARNINGS that Korean restrictions on sulphur levels in coal could hurt the Hunter industry appear to have been accurate, according to a report in t ...
Thursday, 23 August 18
RUSSIA'S MECHEL PRODUCED 9.69 MMT OF RUN-OF-MINE COAL IN 1H'2018
Mechel PAO, one of the leading Russian mining and metals companies, announces 1H2018 operational results.
Mechel PAO’s Chief E ...
Thursday, 23 August 18
SUPRAMAX: SOME FRESH COAL CARGOES APPEARED IN SE ASIA, GIVING A BIT PRESSURE ON RATES FOR END AUGUST SHIPMENTS - FEARNLEYS
Capesize
Slightly softer but generally very healthy for the big ships, with limited supply of early tonnage and positive Brazilian ore export v ...
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Showing 1636 to 1640 news of total 6871 |
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- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Australian Coal Association
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Lanco Infratech Ltd - India
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Planning Commission, India
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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