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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, 04 May 17
SUPRAMAX: INDO COAL ROUNDS LEVELS WITH DELIVERY CHINA IS TRADING AROUND LOW $6K, TRIP BACK TO CHINA
Supramax
The short week brought weaker rates across all routes. Supras from USG to Japan were fixed around $19-20 k daily and from ECSA to ECI $1 ...
Wednesday, 03 May 17
MALAYSIA SEEMS AS BIGGEST ADARO COAL IMPORTER IN Q1' 17
COALspot.com: In 1Q17, 30% of Adaro's sales went to Indonesia, the data from unaudited consolidated financial statement shows.
Malaysia ca ...
Wednesday, 03 May 17
MARKET INSIGHT - STELIOS KOLLINTZAS
The overall performance of each sector within the edible oil markets has remained poor for the past weeks. Apart from the veg oil exports fro ...
Tuesday, 02 May 17
THE FREIGHT MARKET CONTINUE TO SLUMP THIS PAST WEEK
COALspot.com: The Freight market continues to slump this past week, as all segments except Handy Size show a negative downward trend.
The Balt ...
Friday, 28 April 17
U.S PRODUCED LESS COAL THIS PAST WEEK COMPARED TO THE PREVIOUS WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14 million short tons ( ...
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Showing 2056 to 2060 news of total 6871 |
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- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Minerals Council of Australia
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Standard Chartered Bank - UAE
- White Energy Company Limited
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- Orica Australia Pty. Ltd.
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Australian Coal Association
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