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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, 09 October 17
INDIA'S COAL IMPORTS UP 10% IN SEPT AS POWER PLANTS FACE FUEL SHORTAGE - PTI
Coal imports rose by 9.5 per cent to 18.33 million tonnes (MT) in September, after having registered year-on-year decline for five months in a row, ...
Friday, 06 October 17
U.S. WEEKLY COAL OUTPUT HAS REBOUNDED AFTER DECLINING 5 WEEKS IN A ROW
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tons ...
Wednesday, 04 October 17
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
During the past couple of months the dry bulk market has displayed particularly strong momentum and we have been witnessing steady appetite and act ...
Tuesday, 03 October 17
VIETNAM'S COAL-FIRED THERMAL POWER DEPENDENT ON CHINA - VIETNAMNET BRIDGE
A report from the Green Innovation and Development Centre (GreenID) showed that, as of the end of last year, of 27 coal-fired thermopower plants, 1 ...
Tuesday, 03 October 17
RIO TINTO COMPLETES FIRST FULLY AUTONOMOUS RAIL JOURNEY IN WESTERN AUSTRALIA
Rio Tinto has successfully completed the first fully autonomous rail journey at its iron ore operations in the Pilbara region of Western Australia ...
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Showing 1921 to 1925 news of total 6871 |
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- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- PNOC Exploration Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- Australian Coal Association
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GMR Energy Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- The University of Queensland
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
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