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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, 26 July 17
SHIPPIPNG MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
After an admittedly challenging 2016, the Dry Bulk market kicked off this year on a much more positive note, with all indices steadily increasing u ...
Monday, 24 July 17
THE FREIGHT MARKET ROSE THIS PAST WEEK COMPARED TO THE PREVIOUS WEEK
COALspot.com: The Freight market rose this past week compared to the previous week, as BDI and Cape indexes show a positive trend week over week.
...
Friday, 21 July 17
ESTIMATED WEEKLY U.S. COAL PRODUCTION TOTALED APPROXIMATELY 15.3 MMST; UP 13.5% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tonn ...
Thursday, 20 July 17
SUPRAMAX: INDO COAL ROUNDS ARE TRADING AROUND MID/HIGH $11K WITH SINGAPORE DELIVERY - FEARNLEYS
Supramax
A positive week again in the Pacific with rates moving upwards.
According to Fearnleys Weekly Dry bulk report, Nopac rounds are pay ...
Wednesday, 19 July 17
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
Referring back to a previous Intermodal insight that was written in the first quarter of 2017, the author at the time had claimed that MR tanker ra ...
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Showing 1996 to 2000 news of total 6871 |
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- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Planning Commission, India
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Dalmia Cement Bharat India
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- The University of Queensland
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Interocean Group of Companies - India
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- White Energy Company Limited
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Central Electricity Authority - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- SN Aboitiz Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Mercator Lines Limited - India
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