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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, 09 August 17
THE KEY IMPORTERS OF U.S. COAL FOR THE FIRST FIVE MONTHS OF 2017 ARE THE NETHERLANDS, INDIA AND JAPAN - PETER SAND, BIMCO
US seaborne coal exports have turned years of negative growth around and seem to be climbing for a third quarter in a row. The increase in total vo ...
Wednesday, 09 August 17
INDONESIAN COAL PRICE REFERENCE INCREASE COULD CONTINUE IN THE COMING MONTHS
COALspot.com: Indonesian coal benchmark price rose 6.36% in August, government data showed.
The benchmark price of Indonesian thermal ...
Wednesday, 09 August 17
COAL HAS GAINED AROUND 40% OVER THE PAST TWELVE MONTHS; IRON ORE HAS MOVED FROM AROUND $50/T IN AUGUST 2016 TO OVER $70/T TODAY - INTERMODAL
During the summer’s peak, and with the markets remaining relatively quiet, we can argue that most markets have built solid foundations to enj ...
Tuesday, 08 August 17
THE BULLISH RIDE CONTINUES ON FOR THE IRON ORE MARKET - GEORGE LAZARIDIS
The bullish ride continues on for the iron ore market, with most in the market now eyeing the possibility for further gains to be had as Chine ...
Tuesday, 08 August 17
COAL SALES DESTINATION IS DOMINATED BY DEVELOPING COUNTRIES IN ASIA - ADARO
COALspot.com: Adaro Energy has produced 13.27 million tonnes of coal during the second quarter of 2017, from the mines PT Adaro Indonesia, PT Semes ...
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Showing 1976 to 1980 news of total 6871 |
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- Barasentosa Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Energy Development Corp, Philippines
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Marubeni Corporation - India
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Renaissance Capital - South Africa
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Orica Australia Pty. Ltd.
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Australian Coal Association
- White Energy Company Limited
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- European Bulk Services B.V. - Netherlands
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
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