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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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Monday, 17 April 17
THE PANAMAX INDEX (BPI) ROSE (12.89%) WEEK OVER WEEK
COALspot.com: The Freight market was firm, week over a week as all segments show a positive upward trend this past week.
The Baltic Exchange, ...
Monday, 17 April 17
U.S. WEEKLY COAL OUTPUT FELL 5% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.8 million short tons ...
Thursday, 13 April 17
OPEC OVER-DELIVERS ON OIL CUTS, BUT SEES RIVALS' OUTPUT RISING
Crude Oil Price Movements
The OPEC Reference Basket averaged $50.32/b in March, representing a decline of 5.7% from the previous month. Crude fut ...
Wednesday, 12 April 17
THE PORT OF NEWCASTLE SHIPPED 13.791 MILLION TONS OF COAL IN MARCH 2017
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export ports has shipped $AU 1,688.5 ...
Wednesday, 12 April 17
SHIPPING MARKET INSIGHT - VASSILIS VASSILIOU
The first quarter of 2017 started relatively busy for the ship repair sector, with most of the repair facilities being nearly fully occupied till t ...
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Showing 2071 to 2075 news of total 6871 |
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- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Ministry of Mines - Canada
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Mjunction Services Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Sinarmas Energy and Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
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