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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, 27 June 16
INDONESIA BANS (AGAIN) SHIPS SAILING TO THE PHILIPPINES FROM INDONESIA
COALspot.com: The Indonesian Transport Ministry strictly prohibited harbour masters issuing permits to all Indonesian-flagged vessels bound for the ...
Friday, 24 June 16
U.S WEEKLY COAL PRODUCTION UP MARGINALLY
COALspot.com – U.S, world’s one of the largest coal producers has produced approximately totalled an estimated 13.4 million short tons ...
Wednesday, 22 June 16
SMALL RISE IN SHIPPING CONFIDENCE - MOORE STEPHENS
In May 2016, the average confidence level expressed by respondents in the markets in which they operate was 5.1 on a scale of 1 (low) to 10 (high). ...
Wednesday, 22 June 16
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
Stagnation- With the BDI stuck in the low 600 points for almost a month now, if we had to choose a word to describe the state of the Dry Bulk freig ...
Monday, 20 June 16
CS COAL INDICES CONTINUE UPWARD TREND SINCE END APRIL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up again by 0.05 percent week over week to averaging $39.39 per ton this past we ...
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Showing 2386 to 2390 news of total 6871 |
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- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Bayan Resources Tbk. - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Thai Mozambique Logistica
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Antam Resourcindo - Indonesia
- London Commodity Brokers - England
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- Planning Commission, India
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Riau Bara Harum - Indonesia
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- MS Steel International - UAE
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
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