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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, 04 January 18
SUPRAMAX: INDO TO CHINA WERE FIXED AT AROUND $8K DAILY; DOWN AROUND 27% WOW
Supramax
Q1 kicked off with an usual standby with all counterparts waiting for the market to take direction. Further holidays in East-Europe adde ...
Wednesday, 03 January 18
KOMIPO TO BUY 130K TONS OF MIN. 5700 NAR COAL FOR FEB 2018 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 130k Metric Tons of min. 5700 NAR coal to be burnt a ...
Friday, 29 December 17
PORT OF NEWCASTLE SHIPPED A$ 1.527 BILLION WORTH OF 12.65 MT OF COAL IN NOVEMBER
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export port has shipped $AU 1527.6 M ...
Friday, 29 December 17
U.S WEEKLY COAL PRODUCTION SLIGHTLY UP FOR THE WEEK ENDING 23 DEC, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.5 million short tons ...
Wednesday, 27 December 17
SULPHUR EMISSIONS: THE OUTSTANDING CHALLENGES - UK P&I CLUB
The International Maritime Organization (IMO) has been working to reduce the harmful impacts of shipping on the environment.
It adopted Annex ...
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Showing 1836 to 1840 news of total 6871 |
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- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Karbindo Abesyapradhi - Indoneisa
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Grasim Industreis Ltd - India
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Parry Sugars Refinery, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- MS Steel International - UAE
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Posco Energy - South Korea
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Parliament of New Zealand
- PTC India Limited - India
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Economic Council, Georgia
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
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