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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, 17 October 17
U.S RECORD EXPORTS OIL TO EAST HAS HELPED THE TANKER TRADE - GEORGE LAZARIDIS
There was a flood of fresh news this week which clouded the overall prospects of the crude oil market. Just one week prior Saudi Arabia and Russia, ...
Monday, 16 October 17
INDONESIA TO INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has stayed firm, week over week, ...
Friday, 13 October 17
INDIKA ENERGY SIGNS SHARE PURCHASE AGREEMENTS FOR AN ADDITIONAL 45% STAKE IN KIDECO
PT Indika Energy Tbk. and its wholly-owned subsidiary PT Indika Inti Corpindo (collectively, “Indika Energy”) has entered into separate ...
Friday, 13 October 17
THE SHORT-TERM OUTLOOK FOR THE PANAMAX MARKET REMAIN POSITIVE - FEARNLEYS
Supramax
The market has picked up strongly since last week with the Chinese holidays. In the Pacific rates are increasing with some strong number ...
Friday, 13 October 17
U.S. COAL EXPORTS FOR THE FIRST SEVEN MONTHS OF 2017 TOTALED 51 MMST; UP 62% YOY, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million shor ...
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Showing 1911 to 1915 news of total 6871 |
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- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Sical Logistics Limited - India
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- PTC India Limited - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Miang Besar Coal Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Parliament of New Zealand
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
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