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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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Monday, 06 November 17
THE THERMAL COAL MARKET CAME UNDER SOME PRESSURE AS THE OUTLOOK FOR DEMAND WEAKENED - DANIEL HYNES
Commodities were mixed as investors grappled with a revised tax plan in the US amid a rising USD said Daniel Hynes in his linked in post.
Acco ...
Monday, 06 November 17
THE FREIGHT MARKET WAS CONTINUED TO SOFTEN THIS PAST WEEK; BCI DOWN 184 POINT WEEK OVER WEEK
COALspot.com: The freight market was continued to soften this past week compared to the previous week, as BDI and all segments except Panamax index ...
Friday, 03 November 17
U.S. COAL PRODUCTION FELL WEEK-OVER-WEEK, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.5 million short ton ...
Wednesday, 01 November 17
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
As it was expected, the strong dry bulk freight market of the past couple of months has inspired similar activity in the second-hand market. Noneth ...
Tuesday, 31 October 17
BALTIC DRY INDEX TAKES A BREAK FROM ITS UPWARD RALLY COURSE - GEORGE LAZARIDIS
It has been a week of corrections for the dry bulk freight market as it seems as the general Baltic Dry Index takes a break from its upward rally c ...
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Showing 1896 to 1900 news of total 6871 |
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- Thai Mozambique Logistica
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Minerals Council of Australia
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- Romanian Commodities Exchange
- Economic Council, Georgia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- VISA Power Limited - India
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
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