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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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Friday, 09 March 18
U.S. EXPORTED 97 MMST OF COAL IN 2017, A 61 PER CENT INCREASE FROM 2016 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.1 million short tons ...
Thursday, 08 March 18
BUMA SIGNED OVER US$ 500 MILLION WORTH OF NEW CONTRACT WITH PT TANAH BUMBU RESOURCES
PT Delta Dunia Makmur Tbk., announced that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA"), has entered into mining services ...
Thursday, 08 March 18
THE ENERGY CONTRIBUTION FROM COAL-BASED POWER PLANTS IS LIKELY TO INCREASE TO 1072 BU BY 2021-22 : PIB
Government of India has set an ambitious target of 175 GW from Renewable energy sources (RES) by 2022, which comprises of 100 GW Solar, 60GW from W ...
Thursday, 08 March 18
SUPRAMAX: THE MARKET IS STILL GOING STRONG IN THE PACIFIC - FEARNLEYS
Supramax
The market is still going strong in the Pacific, with Ultra fixing high US$ 13000+375000 bb for South Africa to ECI while nickel ore run ...
Thursday, 08 March 18
AVERAGE U.S. COAL MINING PRODUCTIVITY INCREASES AS PRODUCTION FALLS - EIA
Coal mining productivity in the United States increased 26% over the past five years, reaching 6.8 tons per miner hour in 2017, up from 5.4 tons pe ...
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Showing 1781 to 1785 news of total 6871 |
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- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- The University of Queensland
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Metalloyd Limited - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
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