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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, 21 August 17
FIRM DEMAND FOR CAPES CONTINUE TO SUPPORT DRY BULK SHIPPING
COALspot.com: The freight market was continued to rose this past week compared to the previous weeks, as BDI, Cape and Panamax indexes show a posit ...
Friday, 18 August 17
U.S. WEEKLY COAL OUTPUT UP 2.1% WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million short ton ...
Thursday, 17 August 17
DESPITE A HOLIDAY-DISRUPTED WEEK IT HAS BEEN A NEW ACTIVE WEEK FOR THE PANAMAXES - FEARNLEYS
Supramax
A very quiet start to the week with holidays in several countries. USG still bringing good results supported by a tight tonnage availabl ...
Monday, 14 August 17
CENTURIES ON, AND DRY BULK STILL RULES THE WAVES... - SARAH HOLDEN | CLARKSONS
By the late 1800s, the shipping industry had been transformed by the introduction of steam power and iron ships. Coal and grain were two of the mos ...
Monday, 14 August 17
THE FREIGHT MARKET CONTINUES ON AN UPWARD PATH
COALspot.com: The freight market was continued to rose this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positi ...
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Showing 1966 to 1970 news of total 6871 |
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- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Australian Coal Association
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Parliament of New Zealand
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
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