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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, 06 February 18
THE FUNDAMENTALS FOR INDIAN COAL IMPORTS CONTINUE TO LOOK PROMISING - TORVALD KLAVENESS
Back in August we reported that the fundamentals impacting Indian coal imports looked more promising.
Trade flow data today implies 17.4Mt of ...
Monday, 05 February 18
SUPRAMAX : INDONESIA TO INDIA PASSING THROUGH SINGAPORE HAS SOFTENED
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has softened, week over week, own ...
Friday, 02 February 18
SUPRAMAX : INDONESIA TO CHINA COAL TRIPS ARE PAYING AROUND MID USD 9000 - FEARNLEYS
Supramax
Rather quiet week within Atl, specially Continent due to lack of cargoes.
According to Fearnleys Weekly - Dry bulk report published ...
Friday, 02 February 18
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 54.1 MMST, DOWN 8.8% YOY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tons ...
Thursday, 01 February 18
RISING US OIL EXPORTS, MARKET DISRUPTION, BRENT-WTI SPREAD - WOOD MACKENZIE
What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.
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Showing 1816 to 1820 news of total 6871 |
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- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Wood Mackenzie - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- MS Steel International - UAE
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Minerals Council of Australia
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
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