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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, 14 February 18
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
The second month of the year is traditionally a particularly interesting one for the shipping industry as a whole and even more importantly for the ...
Monday, 12 February 18
PANAMAX: WITH LIMITED FRESH ENQUIRY IN ALL AREAS, SPOT MARKET RATES DRIFTED LOWER THROUGHOUT THE WEEK - BALTIC BRIEFING
Capesize
A switch to the Atlantic with rates firming as charterers seemed keen to fix and tonnage was tight, prompting a recovery in rates. Trans ...
Monday, 12 February 18
WORLDWIDE: 'DEMURRAGE CLAIMS' FOR THE PURPOSES OF DOCUMENTARY TIME BARS
KNOWLEDGE TO ELEVATE
On 2 February 2018 the Commercial Court allowed an appeal from a decision of the Arbitration Tribunal in Lukoil Asia Paci ...
Saturday, 10 February 18
COAL INDIA ON PATH OF SUSTAINABLE PRODUCTION GROWTH AND SUPPLY TO POWER AND NON POWER SECTOR - PIB
Supply of 371.8 MT of Coal to Power Sector and 103.1 MT Coal to Non-Power Sector Achieved in 2017-18 Till January,2018 Average Rake Loading To The ...
Saturday, 10 February 18
OIL PRICE USD 100/BARREL BY END OF 2018! - SAROJ MOHAPATRA
All demand supplies calculations are going wrong in oil market at present. US production is increasing at a good pace and set to topple Saudi comfo ...
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Showing 1806 to 1810 news of total 6871 |
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- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Coastal Gujarat Power Limited - India
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Ministry of Finance - Indonesia
- PowerSource Philippines DevCo
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Grasim Industreis Ltd - India
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- The University of Queensland
- Sical Logistics Limited - India
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Parry Sugars Refinery, India
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- PTC India Limited - India
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
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