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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, 05 June 18
THINGS STILL LOOK TO BE PROMISING FOR THE DRY BULK MARKET OVER THE NEXT COUPLE OF MONTHS - GEORGE LAZARIDIS
Just as we thought the world was calming back down to reason, worries and frictions regarding global trade resurfaced this past week after a series ...
Tuesday, 05 June 18
INDONESIAN COAL PRICE REFERENCE IS GOING UP AGAIN
COALspot.com: According to latest ministerial decree No. 1857 K/30/MEM/2018 dated 4 June 2018, the Indonesian Coal Price Reference (HBA) up 7.91 pe ...
Saturday, 02 June 18
HOW CARBON UTILISATION WILL BE A KEY STEP IN INDIA'S CLIMATE STRATEGY - BENJAMIN SPORTON
For India, energy remains the key driver of growth, not only from an economic perspective but more importantly for accelerating social development. ...
Thursday, 31 May 18
SUPRAMAX: INDO/CHINA COAL RV IS GETTING FIXED AROUND $13K DELIVERY SINGAPORE - FEARNLEYS
Capesize
The Cape market has been on a downward trend for the past week.
According to Fearnleys, Oslo based broker, Brazil market ...
Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
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Showing 1706 to 1710 news of total 6871 |
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- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- White Energy Company Limited
- PowerSource Philippines DevCo
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- PTC India Limited - India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- The University of Queensland
- Planning Commission, India
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
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