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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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Tuesday, 07 November 17
DRY BULK SHIPPING: TAKE GOOD CARE OF THE RECOVERY SAYS PETER SAND
Demand:
Even without much support from Brazilian iron ore exports during August, capesize rates went from $10,000 to $17,000 per day. In Septembe ...
Tuesday, 07 November 17
COAL MARKETS WERE RELATIVELY BUOYANT - DANIEL HYNES
Coal markets were relatively buoyant. Metallurgical coal prices were supported by the stronger steel and iron ore prices, says Daniel Hynes, Senior ...
Tuesday, 07 November 17
PROSPERITY AND WINTER WARMTH REMAIN PARAMOUNT IN CHINA - JEFFREY LANDSBERG
Chinese officials announced recently that 580 gigawatts of coal-derived electricity generation capacity has completed ultra-low emissions reform as ...
Monday, 06 November 17
COAL SHORTAGE HURTS INDIA'S HINDALCO AND VEDANTA SAYS BUSINESS STANDARD
Aluminium smelter operations of Vedanta and Hindalco are at risk of turning unviable due to a coal crunch.
According to Business Standard an I ...
Monday, 06 November 17
MARINE BUNKER EXCHANGE EXPECTS BUNKER PRICES WILL CONTINUE UPWARD TREND NEXT WEEK
World fuel indexes rose during the week, supported by main oil producers’ statements about possible extension of oil production cut agreement ...
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Showing 1891 to 1895 news of total 6871 |
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- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- PTC India Limited - India
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Australian Coal Association
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
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