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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, 15 March 18
BHEL COMMISSIONS 600 MW THERMAL POWER PLANT FOR APGENCO IN ANDHRA PRADESH
Bharat Heavy Electricals Limited (BHEL) has successfully commissioned a 600 MW coal-based thermal power plant in the state of Andhra Pradesh.
...
Thursday, 15 March 18
SUEK GROUP SECURES $1.055BN 5-YEAR SYNDICATED PRE-EXPORT FINANCE FACILITY
SUEK Group signed a $1.055bn syndicated pre-export loan agreement. The facility with five years duration is secured against the Group’s expor ...
Wednesday, 14 March 18
COAL PRICES UP SAYS MINERALS COUNCIL - IAN KIRKWOOD,THE HERALD
NSW thermal coal exports were at near-record levels last year but prices were up, the Minerals Council of NSW has said after appraising annual stat ...
Wednesday, 14 March 18
NEW COAL PRICE FORMULA DOESN'T APPLY RETROACTIVELY: OFFICIAL - THE JAKARTA GLOBE
The Energy and Mineral Resources Ministry has decided to change the implementation period of the new discounted price formula for coal sold to the ...
Wednesday, 14 March 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
Interest in second hand tonnage remains firm with buyers in the dry bulk sector looking to benefit from rising freight rates that are eventually ex ...
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Showing 1771 to 1775 news of total 6871 |
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- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Authority, New Zealand
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
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