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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, 29 June 18
THE LBH GROUP AND RHENUS PLAN TO ESTABLISH A JOINT COMPANY
Press Release: The port services provider, the LBH Group, and the logistics specialist Rhenus, are planning to cooperate closely in the European in ...
Friday, 29 June 18
SUPRAMAX: INDO / CHINA COAL ROUNDS PAYING AROUND USD HIGH 11000 - FEARNLYS
Capesize
Its been an interesting week with a strong demand for ships out of Brazil, making C3 rates remain around USD 19 pmt said Fearnlys in i ...
Friday, 29 June 18
JAPAN'S TOHOKU ELEC, GLENCORE ABANDON APRIL-MARCH COAL CONTRACT TALKS - REUTERS
Japan’s Tohoku Electric Power Co Inc and Glencore Plc have abandoned talks on annual thermal coal supplies after failing to reach an agreemen ...
Wednesday, 27 June 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
After the abolishment of the trade embargo against Iran, there was a lot of optimism from the country’s side, as after quite some time a numb ...
Tuesday, 26 June 18
"ALWAYS ACCESSIBLE": ARRIVAL, DEPARTURE OR BOTH? - INCE & CO
KNOWLEDGE TO ELEVATE
An “always accessible” berth warranty is often used by an owner to transfer the risk of delays in berthing to ...
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Showing 1686 to 1690 news of total 6871 |
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- Vijayanagar Sugar Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- The Treasury - Australian Government
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Planning Commission, India
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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