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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, 07 September 17
CAPESIZE: EARNINGS FOR THE BIG SHIPS KEEP UP NICELY AS DIPS ARE MODERATE AND SHORT-LIVED - FEARNLEYS
Supramax
Fewer activities in the Atlantic in start of the week with the US holidays. Owners were asking around low USD 20k for trip ex USG to Far ...
Thursday, 07 September 17
TALK OF CONSTRAINTS ON CHINESE COAL OUTPUT PUSHED PRICES HIGHER - DANIEL HYNES
Commodity markets were largely higher as a weaker USD boosted investor appetite.
According to Daniel Hynes, Senior Commodity Strategist at ANZ ...
Wednesday, 06 September 17
LAYTIME - CHARTERERS' RIGHTS & PORT COSTS - NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
In a recent London Arbitration decision (18/17) the Tribunal had to consider whether the owners were entitled to recover ...
Wednesday, 06 September 17
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The impact of Hurricane Harvey, which made landfall on 25th of August in South East coastline of Texas area has been the major concern of the shipp ...
Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
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Showing 1951 to 1955 news of total 6871 |
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- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Kohat Cement Company Ltd. - Pakistan
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- White Energy Company Limited
- ASAPP Information Group - India
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
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