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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, 17 May 17
THE CHINESE IMPORTS ARE A BAROMETER FOR VESSEL UTILIZATION - INTERMODAL
According to economic data, China imports increased year-on-year 38% in February, 20% in March – which is approximately US$160-170b - w ...
Monday, 15 May 17
THE PORT OF NEWCASTLE HAS SHIPPED 0.99 PERCENT LESS COAL IN APRIL 2017
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export ports has shipped $AU 1,636.2 ...
Monday, 15 May 17
THE CAPESIZE INDEX ROSE SIGNIFICANTLY THIS PAST WEEK COMPARED TO PREVIOUS WEEK
COALspot.com: The Freight market slightly up this past week, as BDI and Cape shows a positive trend week over week.
The Baltic Exchange, track ...
Friday, 12 May 17
U.S. COAL PRODUCTION DOWN AGAIN WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.3 million short tons ...
Friday, 12 May 17
SLOW AND UNEVENTFUL WEEK FOR THE PANAMAX MARKET
Supramax
In the Atlantic, only USG were showing some improvement, where pet-coke cargoes to India was fixed in the range of 19-23k daily and to C ...
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Showing 2046 to 2050 news of total 6871 |
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- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Australian Coal Association
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
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