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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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Monday, 12 March 18
DRY BULK MARKET: CAPESIZE MARKET FINDS ITS FOOTING - BALTIC BRIEFING
Capesize
Some relief for owners as the week closed out with the market finding a floor in the East. Rates on the key West Australia/China run loo ...
Monday, 12 March 18
COAL OUTPUT FROM PRIVATE MINERS UNLIKELY TO RISE IN MEDIUM TERM: ICRA
Coal output levels from private commercial miners are unlikely to go up considerably in the medium to short term, given the issues related to land ...
Saturday, 10 March 18
ENHANCED PRODUCTION BY COAL INDIA HELPS DECLINE IN COAL IMPORTS
As per the current import policy, coal is kept under Open General License (OGL) and consumers are free to import coal from the source of their choi ...
Saturday, 10 March 18
THE 'RENOS' - COURT OF APPEAL CLARIFIES CTL CALCULATION AND RIGHT OF ABANDONMENT - CLYDE & CO
KNOWLEDGE TO ELEVATE
In the matter of the “RENOS”, Mr Justice Knowles addressed a number of issues, at first instance, regarding t ...
Friday, 09 March 18
THE WORLD CANNOT KEEP IGNORING THE ASIAN COAL STORY - BENJAMIN SPORTON
There were significant changes in the global energy system in 2017, including the growth in electric vehicles, the rise of renewables and the conti ...
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Showing 1776 to 1780 news of total 6871 |
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- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Ceylon Electricity Board - Sri Lanka
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- White Energy Company Limited
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Planning Commission, India
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
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