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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, 25 October 17
SHIPPING MARKET REPORT - INTERMODAL
While the majority of perspective Buyers in the dry bulk second-hand market is currently focusing on modern tonnage, there is also increased activi ...
Tuesday, 24 October 17
KOMIPO INVITED BIDS FOR MIN. 4600 NAR BLENDED SUB-BITUMINOUS COAL OF INDONESIAN ORIGIN FOR BORYEONG OR NEW BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 5,000,000 Metric Tons of blended sub-bi ...
Tuesday, 24 October 17
CHINA'S INSATIABLE APPETITE FOR THIS ENERGY COMMODITY CONTINUES STRONG - GEORGE LAZARIDIS
Crude oil prices have been seeing some support emerge this past week as supply disruptions in Iraq and a drop in US drilling has helped bolster oil ...
Friday, 20 October 17
U.S COAL PRODUCTION FELL 1.45 PER CENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Tuesday, 17 October 17
SULPHUR 2020: COMING, READY OR NOT - ALIBRA SHIPPING
Some 70% of shipping companies surveyed say they do not believe the industry is ready for IMO’s 2020 deadline, when a global limit of 0.5% su ...
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Showing 1906 to 1910 news of total 6871 |
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- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- PTC India Limited - India
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
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