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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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Wednesday, 30 May 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
Among several hot topics that will be discussed during the Posidonia week, the International Maritime Organization regulation that will be enforced ...
Tuesday, 29 May 18
BLOCKCHAIN CAN HAVE A TRANSFORMATIVE EFFECT ON THE SHIPPING INDUSTRY
KNOWLEDGE TO ELEVATE
Following the launch of a legal briefing on blockchain contracts from UK P&I Club, Claims Executive, Filip Koscieleck ...
Tuesday, 29 May 18
INDIA'S COAL IMPORT DECLINES IN APRIL AMID DIVERSION TO THERMAL POWER PLANTS - PTI
India’s coal import fell by 9 percent to 17.32 million tonnes (MT) in April on the back of ample supply of dry fuel from domestic sources.
...
Monday, 28 May 18
COAL SUPPLY DIVERSION IRKS INDUSTRIES DEPENDENT ON CAPTIVE POWER PLANTS - HINDU BUSINESS LINE
The government’s move to prioritise coal supplies to power plants with minimal coal stock has disrupted fuel supply to some sectors, which ha ...
Monday, 28 May 18
KOMIPO ISSUED ANOTHER TENDER FOR 130K MT OF 5700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 130,000 mt of min. 5700 NAR coal of Australian origi ...
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Showing 1711 to 1715 news of total 6871 |
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- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- The University of Queensland
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Australian Coal Association
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- PTC India Limited - India
- Minerals Council of Australia
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Bukit Baiduri Energy - Indonesia
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
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