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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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Friday, 10 March 17
THE 5TH PHILIPPINES POWER AND ELECTRICITY WEEK RETURNS WITH A UNIQUE FOCUS IN 2017
5th Annual Philippines Power & Electricity
18-21 July 2017
Solaire Resort & Casino,Manila, Philippines
http://www.philippinespowe ...
Thursday, 09 March 17
INDONESIAN COAL BENCHMARK PRICE DROPPED FOR A THIRD STRAIGHT MONTH IN MARCH, GOVERNMENT DATA SHOWED
COALspot.com: Indonesian government declared coal benchmark price dropped for a fourth straight month in March, government data showed. The ...
Wednesday, 08 March 17
THE FREIGHT MARKET TODAY PROVIDES MUCH MORE CONFIDENCE COMPARED TO LAST YEAR - TIMOS PAPADIMITRIOU
So what's all the fuss about? During the past five months SnP activity has being surging exponentially in the dry bulk sector. Buyers are looki ...
Monday, 06 March 17
THE FREIGHT MARKET WAS CONTINUING TO FIRM UP THIS PAST WEEK
COALspot.com: The Freight market was continuing to firm up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk com ...
Friday, 03 March 17
U.S. WEEKLY COAL PRODUCTION ESTIMATED AT 15.7 MMST; DECLINE 6.7% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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Showing 2106 to 2110 news of total 6871 |
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- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Gujarat Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Australian Coal Association
- Parliament of New Zealand
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- MS Steel International - UAE
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- PTC India Limited - India
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Karaikal Port Pvt Ltd - India
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
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