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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, 14 November 16
DUNIA MAKMUR SUBSIDIARY BAGS MINING SERVICE CONTRACT WORTH $ 282.63 MILLION
PT Bukit Makmur Mandiri Utama (BUMA), has signed a life of mine contract with PT Tadjahan Antang Mineral (TAM) with a contract value of approximate ...
Monday, 14 November 16
THE CAPE INDEX ROSE 44.57 PER CENTS TO 2303 POINT WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose slightly and ending in a positive note this past wee ...
Friday, 11 November 16
INDONESIAN 4200 GAR COAL IS THE MOST ATTRACTIVE COAL IN TODAY'S MARKET - OPINION POLL
“ Which coal type of Indonesian origin do you find the most attractive in today's market?”
The on-line opinion poll conducted ...
Friday, 11 November 16
WEEKLY U.S. COAL OUTPUT FELL SLIGHTLY W/E NOVEMBER 5
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.9 million short ton ...
Thursday, 10 November 16
WILL TRUMP VICTORY PROVIDE A BOOST FOR HYDROCARBON & COAL INDUSTRIES? - DOUGLAS-WESTWOOD
Donald Trump’s surprise victory ends months of an adversarial presidential campaign with bitter disagreements between the two major candidate ...
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Showing 2216 to 2220 news of total 6871 |
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- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- White Energy Company Limited
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- The University of Queensland
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- VISA Power Limited - India
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
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