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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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Tuesday, 20 February 18
INDIA: COAL IMPORT RISES BY 12 PER CENT TO 18 MILLION TONNES IN JANUARY - PTI
The country’s coal import increased by 12.4 per cent to 18.49 million tonnes (MT) in January, against 16.
44 MT in the same month of the ...
Monday, 19 February 18
JOINT INSURANCE - WHY SHOULD YOU CARE? - SKULD
KNOWLEDGE TO ELEVATE
It is neither controversial nor new to say that co-assureds under a joint insurance policy cannot claim against each othe ...
Friday, 16 February 18
U.S. WEEKLY COAL OUTPUT DOWN 4.5 PER CENT WEEK OVER WEEK, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million short tons ...
Thursday, 15 February 18
INDIA: THERMAL POWER PLANTS UNDER STRESS ON RISING COAL, FREIGHT COSTS - BUSINESS STANDARD
Coal-based power plants are feeling the heat of spike in thermal grade coal prices and railway freight costs.
Prices of thermal grade coal sin ...
Wednesday, 14 February 18
HISTORY REPEATING ITSELF? - IEA
This month’s OMR is abbreviated to allow time for us to complete our annual five-year outlook that will be published in our report Oil 2018 o ...
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Showing 1801 to 1805 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- White Energy Company Limited
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Australian Coal Association
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
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