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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, 21 June 18
CHINESE REDUCED COAL IMPORT RESTRICTIONS - CAIXIN GLOBAL
Caixin Global reported that the Chinese government has reduced restrictions on coal imports at the nation’s major ports in response to concer ...
Thursday, 21 June 18
INDIAN GOVERNMENT ADMITS COAL SHORTAGE, ASKS DISCOMS TO IMPORT - TIMES OF INDIA
Times of India reported that the power ministry has advised all state governments and private power distribution companies to import coal as Coal I ...
Tuesday, 19 June 18
WCA RESPONDS TO BP STATISTICAL REVIEW OF WORLD ENERGY 2018
Responding to BP’s Statistical Review of World Energy 2018, Benjamin Sporton, Chief Executive of the World Coal Association (WCA) said, &ldqu ...
Wednesday, 13 June 18
U.S. COAL PRODUCTION TO DECLINE BY 2% TO 756 MILLION SHORT TONS MMST IN 2018 - EIA
EIA forecasts U.S. coal production to decline by 2% to 756 million short tons (MMst) in 2018.
According to EIA's Short-Term Ener ...
Wednesday, 13 June 18
SHIPPING MARKET INSIGHT - SOPHIE COTZIAS
2018 marks quite a few milestones for Greek Shipping. No need to detail again the greatness of Greek Shipping or the singular position that Greek s ...
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Showing 1696 to 1700 news of total 6871 |
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- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- The University of Queensland
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Anglo American - United Kingdom
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Marubeni Corporation - India
- India Bulls Power Limited - India
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Australian Coal Association
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
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