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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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Thursday, 06 July 17
SUPRAMAX: INDO TO INDIA TRIPS WITH DELIVERY THAILAND RANGE IS GIVING OWNERS AROUND MID $8000 - FEARNLEYS
Supramax
Another slow start to the week with somewhat softening rates and few fixtures.
According to Fearnleys Weekly Dry bulk report, the N ...
Thursday, 06 July 17
UNEXPECTED MOVE FROM CHINA BOOSTS COAL PRICES - OIL PRICE
Coal prices have been cooling the last few months — after a spectacular run last year. But news late last week suggests the market is about t ...
Wednesday, 05 July 17
COAL PRICES ROSE IN CHINA, JAPAN AND EUROPE IN 2016 - BP
COALspot.com: Coal prices rose in China, Japan and Europe in 2016 after four years of price declines.
According to bp, the rise in coal prices ...
Wednesday, 05 July 17
TANKER MARKET INSIGHT - KATERINA RESTIS
A war of words blasted last month as the UAE, S. Arabia, Egypt and Bahrain revealed that they are experiencing severe diplomatic issues with the st ...
Wednesday, 05 July 17
TROUBLE SEEMS TO BE LOOMING ONCE MORE IN THE STEEL INDUSTRY - GEORGE LAZARIDIS
Trouble seems to be looming once more in the steel industry as US President Trump puts forth his plans for specialist protectionist measures for th ...
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Showing 2011 to 2015 news of total 6871 |
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- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Bukit Baiduri Energy - Indonesia
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- The University of Queensland
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mercator Lines Limited - India
- The Treasury - Australian Government
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Parliament of New Zealand
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
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