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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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Thursday, 11 January 18
SUPRAMAX: INDO TO CHINA COAL ROUNDS FIXING AT AROUND $10K - FEARNLEYS
Supramax
USG rates improved both for backhaul and fronthaul, Ultras from USG to Japan receiving around $26k daily while supras 1-2k less for same ...
Wednesday, 10 January 18
2018: IT IS PROJECTED, THE SHIPBUILDERS WILL DELIVER FOUR HUNDRED FORTY NEW VESSELS IN 2018
Headlines from IMF's 2017 – World Economic Outlook:
January 2017 - “After a lacklustre outturn in 2016, economic activity is p ...
Tuesday, 09 January 18
INDONESIAN GOVERNMENT DECLARED COAL REFERENCE PRICE UP IN JANUARY
COALspot.com: the Indonesian Coal Price Reference ( HBA) rose 1.60 per cent in January 2018, the latest ministerial decree showed.
The benchma ...
Friday, 05 January 18
U.S. WEEKLY COAL OUTPUT FELL 32.4% PER CENT WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 10.5 million short tons ...
Friday, 05 January 18
COAL DEMAND TO REMAIN FLAT TO 2022, RESULTING IN A DECADE OF STAGNATION - IEA
Global demand for coal should remain nearly flat between 2017 and 2022, resulting in a decade of stagnation for coal consumption, according to the ...
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Showing 1831 to 1835 news of total 6871 |
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- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- White Energy Company Limited
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- PowerSource Philippines DevCo
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Mintek Dendrill Indonesia
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Posco Energy - South Korea
- Aditya Birla Group - India
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- IHS Mccloskey Coal Group - USA
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
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