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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, 01 June 16
ZERO SUPPLY TO FUEL GROWTH IN THE DRY BULK MARKET SAYS BIMCO PRESIDENT
The dry bulk market could become profitable again in 2019 – but only if a series of extremely tough and sustained measures are taken by shipo ...
Wednesday, 01 June 16
MARKET INSIGHT - LINOS KOGEVINAS
In another page from this year’s oil drama, oil has, after a series of gains, rebounded to ~$50 / barrel and immediately stopped climbing. &n ...
Tuesday, 31 May 16
CS50 INDONESIA COAL INDEX UP 0.28% COMPARED WITH A WEEK AGO
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.28 percent week over week to averaging $39.01 per ton this past week, shows ...
Monday, 30 May 16
BORYEONG POWER PLANT TO IMPORT HALF A MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea’s state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 500,000 Metric Tons of Bituminous Coal T ...
Monday, 30 May 16
BCI ENDING AT 830 POINTS, DOWN 4.6 PER CENT W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week. The freight market was weak this past ...
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Showing 2411 to 2415 news of total 6871 |
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- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- The University of Queensland
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- The Treasury - Australian Government
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
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