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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, 20 September 17
SHIPPING MARKET INSIGHT - INTERMODAL
An undoubtedly interesting market lately is the newbuilding market, in which we are witnessing numerous orders across all sectors and sizes. At the ...
Monday, 18 September 17
COAL PRICES WERE RELATIVELY UNCHANGED WEEK OVER WEEK - ANZ
COALspot.com: Coal prices were relatively unchanged, with most interest remaining in the thermal coal market said Daniel Hynes. However, falling st ...
Monday, 18 September 17
PROSPECTS ARE NOT SO CLEAR CUT FOR COAL - CLARKSONS
Prospects are not so clear-cut for coal. According to Clarksons, coal has been a key energy source since the Industrial Revolution and in 2016, ste ...
Friday, 15 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE THIRD WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 14 September 17
THE FIRM COAL TRADE IS SUPPORTING SUPRAS; FIXING AROUND LOW $13000 WITH DELIVERY THAILAND - FEARNLEYS
Supramax
This week has brought Supras firm rates and numerous orders. Scrap orders from Cont to Med still pay $11000 and Fertilizer from Baltic t ...
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Showing 1936 to 1940 news of total 6871 |
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- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Tamil Nadu electricity Board
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- CNBM International Corporation - China
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- MS Steel International - UAE
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- San Jose City I Power Corp, Philippines
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