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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, 23 August 17
THE STRONG IRON ORE TRADE ROUTES SUPPORT CAPESIZE SEGMENT - INTERMODAL
The upward trend in the Capesize segment is definitely being supported by the strong momentum in the key iron ore trade routes. The price of high-q ...
Tuesday, 22 August 17
WHAT IS A RELEASE CALL?
KNOWLEDGE TO ELEVATE
Joining a mutual P&I Club means each Member shares in the fortunes of that Club and its membership. The continuity of ...
Tuesday, 22 August 17
THOSE DOG DAYS OF SUMMER STEEL PRODUCTION IN CHINA - COMMODORE
COALspot.com: One popular but inaccurate narrative that makes the rounds every June and July (and occurred again this year) is that China’s s ...
Monday, 21 August 17
BANPU REVEALS FIRST HALF 2017 WITH STRONG RESULTS; SUPPORTED BY HIGHER COAL PRICES
Banpu Reveals First Half 2017 with Strong Results from Higher Coal Prices Gearing Up to the Era of New Energy with Banpu Greener & Smarter Stra ...
Monday, 21 August 17
INDIA'S COAL IMPORTS DECLINE TO 192 MT IN FY17 - PTI
Import of coal saw a decline of 6.37 per cent to 191.95 million tonnes (MT) in 2016-17 on higher production by CIL that saw the country move to a r ...
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Showing 1961 to 1965 news of total 6871 |
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- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Wilmar Investment Holdings
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Trasteel International SA, Italy
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
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