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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, 27 October 17
U.S WEEKLY COAL PRODUCTION FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.9 million short tons ...
Thursday, 26 October 17
CYBER COVER FOR E-BILLS - PHILIP STEPHENSON
KNOWLEDGE TO ELEVATE
Increasingly popular electronic bills of lading are, by their nature, susceptible to the risk of cyber attack. Here, Stan ...
Thursday, 26 October 17
INDO TO CHINA ROUNDS SUPRAS ACHIEVING AROUND HIGH $14000 - FEARNLEYS
Supramax
By mid-week the market has been relatively quiet in the Pacific basin as well, but still some healthy rates being achieved on the differ ...
Thursday, 26 October 17
STRONG SIGNAL FOR AUSTRALIAN COAL DEMAND - GREG EVANS
The International Energy Agency’s Southeast Asia Energy Outlook report, released today, presents a positive outlook for Australian coal produ ...
Wednesday, 25 October 17
COAL MARKETS REMAINED SUBDUED - DANIEL HYNES
Coal markets remained subdued.
Daniel Hynes, Senior Commodity Strategist at ANZ, Coking coal prices were unchanged amid an absence of fresh of ...
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Showing 1901 to 1905 news of total 6871 |
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Oldendorff Carriers - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Vedanta Resources Plc - India
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Ministry of Mines - Canada
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Antam Resourcindo - Indonesia
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Minerals Council of Australia
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- The University of Queensland
- Samtan Co., Ltd - South Korea
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Australian Coal Association
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
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