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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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Thursday, 12 October 17
THERMAL COAL PRICES IN EUROPE AND ASIA PUSHING HIGHER - DANIEL HYNES
Coal markets took the lead from the oil market, with thermal coal prices in Europe and Asia pushing higher says Daniel Hynes,Senior Commodity Strat ...
Wednesday, 11 October 17
2020 DEBATE AT IBIA'S LISW EVENT: COMPLIANCE & ENFORCEMENT – IT'S COMPLICATED : IBIA
There is no doubt about the start date for the 0.50% marine fuel sulphur limit in MARPOL Annex VI, but questions remain around how it will be enfor ...
Wednesday, 11 October 17
SHIPPING MARKET INSIGHT - TIMOS PPADIMITRIOU
With the majority of second-hand tonnage transactions taking place in the dry bulk sector it’s easy to lose sight of what is happening over a ...
Tuesday, 10 October 17
DELIVERY OF CARGO WITHOUT ORIGINAL BILLS OF LADING - UK P&I CLUB
KNOWLEDGE TO ELEVATE
- It is common in a lot of trades, whether bulk or oil, to accept a Letter of Indemnity (“LOI”) for non-produ ...
Monday, 09 October 17
INDONESIAN COAL PRICE REFERENCE HITS NEW HIGH FOR 2017
COALspot.com: Indonesian coal benchmark price surges 2.13% in October month over month, the latest ministerial decree showed.
The benchmark pr ...
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Showing 1916 to 1920 news of total 6871 |
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- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- White Energy Company Limited
- Xindia Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- London Commodity Brokers - England
- Ministry of Mines - Canada
- PTC India Limited - India
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
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