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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, 13 December 17
DEMAND FOR THERMAL COAL LOOKED RELATIVELY ROBUST - DANIEL HYNES
Coal prices were a touch higher. Demand for thermal coal looked relatively robust, after reports continued to surface that Chinese authorities have ...
Wednesday, 13 December 17
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
As another year is coming to an end and much has been already written about the positive reversal in the dry bulk market, we think it is interestin ...
Monday, 11 December 17
INDIA CONSUMERS ARE SAID TO BE DESPERATELY SEEKING CARGOES - DANIEL HYNES
Coal markets were stronger, as strong demand outside China continues to spur buying said Daniel Hynes, Senior Commodity Strategist at ANZ.
Acc ...
Monday, 11 December 17
CAPESIZE FFA MARKET LOOKING PROMISING MOVING FORWARD - FIS
Capesize
Another very promising day for the big ships as rates continued to firm in both oceans and the paper market ate into the backwardation s ...
Friday, 08 December 17
U.S. WEEKLY COAL PRODUCTION UP 11.6 PER CENT WEEK OVER WEEK, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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Showing 1851 to 1855 news of total 6871 |
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- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Planning Commission, India
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Eastern Coal Council - USA
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- The University of Queensland
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
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