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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, 25 April 18
TANKER MARKET INSIGHT - THEODOROS NTALAKOS
We had the opportunity to be part of Intertanko's Hellenic Mediterranean Panel last week in the SNFCC and to present an outlook on the tanker f ...
Tuesday, 24 April 18
IMPORTING INDONESIAN COAL MAKES SENSE FOR INDIAN COASTAL PLANTS EVEN WHEN IT IS COSTLIER THAN INDIAN - ECONOMIC TIMES
Rising Indonesian coal production and lower Chinese demand have pulled down Indonesian coal prices by 22% over the last 45 days, a trend that augur ...
Tuesday, 24 April 18
IMO AIMS TO HALVE GLOBAL SHIPPING EMISSIONS - BUT WHAT WILL IT COST? - WOOD MACKENZIE
Global bunker fuel costs could rise by up to US$60 billion annually from 2020, in a full compliance scenario, when the International Maritim ...
Tuesday, 24 April 18
TWO 56K-DWT OPEN HONG KONG AND SINGAPORE WERE FIXED FOR INDONESIA COAL TRIPS TO CHINA, AT $9,500 AND $11,000 RESPECTIVELY - BALTIC BRIEFING
Capesize
This week has seen the Cape 5 timecharter weighted average almost double. Similarly, the Brazil to China ore rates climbed over $4.50, f ...
Wednesday, 18 April 18
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The return of traders and charterers from the Easter festivities came along with a slight increase in activity across the edible oil markets. Howev ...
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Showing 1736 to 1740 news of total 6871 |
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- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Central Electricity Authority - India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Australian Coal Association
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Essar Steel Hazira Ltd - India
- Posco Energy - South Korea
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- Deloitte Consulting - India
- Economic Council, Georgia
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Dalmia Cement Bharat India
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- The Treasury - Australian Government
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