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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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Friday, 01 September 17
U.S COAL OUTPUT DIPS WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 31 August 17
SUPRAMAX: INDO TO CHINA COAL TRIPS AT AROUND $9000, DELIVERY THAILAND - FEARNLEYS
Supramax
A bit slow start to the week with UK holidays on Monday. Still strong rates for cargoes out of Black Sea, where front hauls where done $ ...
Tuesday, 29 August 17
WEEKLY SHIPPING MARKET ANALYSIS - ALLIED
In the aftermath of Hurricane Harvey, one of the worst disasters to hit Texas, we are now looking to get a clearer picture of the possible disrupti ...
Tuesday, 29 August 17
U.S WEEKLY COAL OUT UP 3.4% WEEK OVER WEEK TO APPROX. 17 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tonne ...
Thursday, 24 August 17
SUPRAMAX: LOW $10K FOR INDO COAL TRIPS TO INDIA; AROUND $10K FOR INDO TO CHINA TRIPS - FEARNLEYS
Supramax
This week Supras from the Black Sea on fhaul have seen numerous orders and improving rates.
53-57k dwt vessels have been fixed at e ...
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Showing 1956 to 1960 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
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