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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, 31 January 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
Days before the celebrations of the Lunar New Year, the dry bulk market seems to be holding well, against negative predictions. Period numbers repo ...
Monday, 29 January 18
BALTIC INDEX GAINS ON STRONGER BIG VESSEL ACTIVITY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week and ending on a positive note week ov ...
Monday, 29 January 18
U.S.WEEKLY COAL OUTPUT UP 8.7% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.6 million short tons ...
Wednesday, 24 January 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Since the beginning of the New Year we have been witnessing the BDI correcting downwards, which nonetheless seems to have no effect at ...
Tuesday, 23 January 18
OIL MARKET ANALYSIS - ALLIED
Brent oil futures hit a three year high on January 16th touching around USD 70.30 before falling back down to around USD 68.60 at the Time of this ...
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Showing 1821 to 1825 news of total 6871 |
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- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- White Energy Company Limited
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Economic Council, Georgia
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- The University of Queensland
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Central Electricity Authority - India
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
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