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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, 15 February 17
SHIPPING MARKET INSIGHT - INTERMODAL
Looking at the state of the Dry Bulk market exactly a year ago, there is no doubt that there is a significant improvement and despite the fact that ...
Tuesday, 14 February 17
OPTIMISM HAS STARTED TO SLOWLY FLOW BACK INTO THE DRY BULK MARKET - GEORGE LAZARIDIS
Optimism has started to slowly flow back into the dry bulk market, with many in the market showing renewed optimism as the Pacific basin starts to ...
Monday, 13 February 17
COMBINED COAL SALES OF BUMI RESOURCES ROSE TO 87.7 MILLION TONS IN FY'16; UP 10.6 PERCENT Y/Y
COALspot.com: Combined Coal Sales of Bumi Resources rose to 87.7 million tons in FY’16 compared with 79.3 million tons in FY’15. ...
Monday, 13 February 17
THE FREIGHT MARKET CONTINUED TO TUMBLE IN FEBRUARY
COALspot.com: The Freight market was continued its downfall in all segments except Panamax for the week ending 10 February 2017.
The Balt ...
Friday, 10 February 17
U.S. COAL OUTPUT IS ESTIMATED TO HAVE DECLINED BY 158 MMST IN 2016 TO 739 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tons ...
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Showing 2126 to 2130 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- PTC India Limited - India
- Australian Coal Association
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Kaltim Prima Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- Deloitte Consulting - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Krishnapatnam Port Company Ltd. - India
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Planning Commission, India
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
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