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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, 31 July 17
THE PORT OF NEWCASTLE SHIPPED 17.08 PERCENT LESS COAL IN JUNE 2017 COMPARED TO ITS MAY LOADING
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export port has shipped $AU 1,442.8 ...
Monday, 31 July 17
THE FREIGHT MARKET DECLINE THIS PAST WEEK
COALspot.com: The Freight market decline this past week compared to the previous week, as BDI and Panamax indexes show a negative trend week over w ...
Friday, 28 July 17
U.S. WEEKLY COAL PRODUCTION UP 1.4% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.5 million short tonn ...
Thursday, 27 July 17
CAMPBELL SHIPPING APPOINTS ISS FOR GLOBAL HUSBANDRY REPRESENTATION SERVICES CONTRACT - ISS
COALspot.com: Inchcape Shipping Services (ISS) is delighted to announce that it has secured a global husbandry representation contract with Campbel ...
Thursday, 27 July 17
A VOLATILE WEEK IN THE CAPE MARKET - FEARNLEYS
Supramax
The black sea still performing well although bit fewer fixtures concluded/reported. Rates lie somewhere around 18 -19 on front-haul . Bo ...
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Showing 1991 to 1995 news of total 6871 |
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- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- The University of Queensland
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Economic Council, Georgia
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Indian Oil Corporation Limited
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Semirara Mining Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
- Marubeni Corporation - India
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
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