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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, 22 December 17
COAL INDIA BOARD CLEARS THE WAY FOR SCHEME FOR HARNESSING AND ALLOCATING KOYALA (COAL) TRANSPARENTLY IN INDIA - PIB
The Coal India Limited (CIL) Board cleared the decks for signing of Fuel Supply Agreement (FSA), for supply of coal.
According to Press Inform ...
Friday, 22 December 17
WILL THE DRY BULK INDUSTRY BECOME PROFITABLE IN 2018? - PETER SAND, BIMCO
As the dry bulk fleet is already expected to grow at a pace that matches demand growth expected in 2019, focus must be on improving the fundamental ...
Friday, 22 December 17
ESTIMATED U.S. WEEKLY COAL OUTPUT SLIPS SLIGHTLY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million short tons ...
Thursday, 21 December 17
COAL CONSUMPTION DROPS AS GAS AND RENEWABLES CHEW INTO TRADITIONAL MARKETS - BABS MCHUGH
"The share of coal in the global energy mix is forecast to decline from 27 per cent last year to 26 per cent in 2022"
Global demand ...
Thursday, 21 December 17
FUEL SHORTAGE TRIGGERS JUMP IN COAL PRICES - CHINA DAILY
China’s thermal coal prices jumped recently as natural gas shortages across the north spurred an unexpected resurgence in demand for coal-fir ...
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Showing 1841 to 1845 news of total 6871 |
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Eastern Coal Council - USA
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Star Paper Mills Limited - India
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- The University of Queensland
- Singapore Mercantile Exchange
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Economic Council, Georgia
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Larsen & Toubro Limited - India
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Mjunction Services Limited - India
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Standard Chartered Bank - UAE
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