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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, 19 January 18
U.S. WEEKLY COAL OUTPUT WAS 13.5 MMST FOR THE WEEK ENDING JANUARY 13, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.5 million short tons ...
Thursday, 18 January 18
WORLD TRADE IN HARD COAL RISES BY 1.5% IN 2017 - KOHLENIMPORTEURE
Press Release: World Trade in Hard Coal Rises by 1.5% in 2017. German Steam Coal Imports Plummet by 15% in 2017 – in Contrast to Other Sector ...
Wednesday, 17 January 18
SHIPPING MARKET INSIGHT - INTERMODAL
As we are now well into the first month of 2018, the mood across the entire offshore industry undeniably remains rather positive following the oil ...
Monday, 15 January 18
THE FREIGHT RATES ARE EXPECTED TO BE FLAT TO WEAK THIS WEEK - VISTAAR
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has stayed firm, week over week, ...
Monday, 15 January 18
QUEENSLAND SHIPPED 210.8 MT OF COAL IN 2017, DOWN 5% YOY QUEENSLAND RESOURCES COUNCIL
Queensland's coal exports over the 12 months reached 210.8 mt which is down 10 mt or 5 per cent from the previous year’s record of 220.8 ...
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Showing 1826 to 1830 news of total 6871 |
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- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Renaissance Capital - South Africa
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Marubeni Corporation - India
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- The University of Queensland
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
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