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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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Tuesday, 08 August 17
KOMIPO INVITES BIDS FOR 5200 AND 5700 NAR COAL FOR Q4 2017
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 420,000 Metric Tons of Bituminous coal ...
Monday, 07 August 17
INDIA'S THERMAL COAL IMPORTS HAVE FALLEN BY 16% YEAR-ON-YEAR IN THE FIRST FIVE MONTHS OF THIS YEAR
COALspot.com: The second quarter of 2017 was characterized by volatility in the coal market driven by policy measures and weather disruptions say A ...
Monday, 07 August 17
BUMA SIGNED $385 MILLION WORTH OF NEW CONTRACT WITH PT PADA IDI
COALspot.com: PT Delta Dunia Makmur Tbk., has announced that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA"), has entered into min ...
Monday, 07 August 17
THE SHIPPING INDEXES BOUNCE BACK THIS PAST WEEK
COALspot.com: The Freight market rose this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positive trend week ove ...
Friday, 04 August 17
U.S. WEEKLY COAL OUTPUT UP 4.4% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 16.1 million short tonn ...
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Showing 1981 to 1985 news of total 6871 |
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- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Neyveli Lignite Corporation Ltd, - India
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Dalmia Cement Bharat India
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
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