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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, 12 July 17
COAL HAS CONTINUED A STELLAR RUN OVER THE PAST YEAR GAINING ~10% OVER THE PAST QUARTER AND ~41% OVER THE PAST YEAR - LINOS KOGEVINAS
Having just passed the second quarter of 2017, it is interesting to take a look at the performance of the commodity market and how certain commodit ...
Monday, 10 July 17
A ROLLERCOASTER YEAR FOR COAL PRICES; ICPR ROSE 4.62% M/M
COALspot.com: Indonesian coal benchmark price rose 4.62% in July, government data showed.
The benchmark price of Indonesian thermal c ...
Monday, 10 July 17
THE FREIGHT MARKET WAS SHOWS A NEGATIVE TREND WEEK OVER WEEK
COALspot.com: The Freight market decline this past week compared to the previous week, as BDI and Cape indexes show a negative trend week over week ...
Friday, 07 July 17
SHOULD WE BE AVOIDING GENERAL AVERAGE? - ALEX KEMP
KNOWLEDGE TO ELEVATE
Calls for general average to be abolished are nearly as old as the regime itself. A representative of Lloyd’s atten ...
Friday, 07 July 17
EIA ESTIMATES SHOW U.S WEEKLY COAL PRODUCTION UP 1.7 PERCENT
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.9 million short tonn ...
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Showing 2006 to 2010 news of total 6871 |
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- Indika Energy - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CNBM International Corporation - China
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Planning Commission, India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Toyota Tsusho Corporation, Japan
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
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