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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, 08 November 17
COAL MARKETS WERE MIXED; COKING COAL EKING OUT SOME GAINS; THERMAL COAL STRUGGLING - DANIEL HYNES
Coal markets were mixed, with coking coal eking out some gains, while thermal coal struggled amid the falling oil prices, ANZ Strategist said in a ...
Wednesday, 08 November 17
WEEKLY SHIPPING MARKET INSIGHT
If you are a dry bulk owner today you are definitely feeling the pressure of the past couple of years off and given the admittedly unexpected growt ...
Wednesday, 08 November 17
NEW QUAY OPENED AT THE INDUSTRIAL PORT IN BREMEN,GERMAN
Press Release: After a building period lasting three-and-a-half years, the port logistics firm Weserport, the “bremenports” comp ...
Tuesday, 07 November 17
ING JOINS FORCES ON BLOCKCHAIN-BASED PLATFORM FOR ENERGY COMMODITIES SECTOR
Blockchain technology. It’s often been described as the most important invention in computing in a generation.
So it should come as no s ...
Tuesday, 07 November 17
MECHEL SIGNED LONG-TERM COAL SUPPLY CONTRACT WITH ITOCHU CORPORATION
Mechel PAO a leading Russian mining and metals company, reports signing a framework agreement with a major Japanese universal trading company Itoch ...
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Showing 1886 to 1890 news of total 6871 |
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- Gujarat Sidhee Cement - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- MS Steel International - UAE
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