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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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Tuesday, 24 May 16
WEEKLY CS COAL INDICES NEGATIVE FOR ALL TYPES OF COAL EXCEPT 3800 GAR COAL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was down 0.10 percent week over week to averaging $38.90 per ton this past week, sho ...
Monday, 23 May 16
A PERFECT STORM FOR INDONESIAN STEAM COAL EXPORTS - CLARKSON RESEARCH
Indonesia is the world’s leading steam coal exporter, accounting for over 40% of global seaborne steam coal exports since 2010. However in 20 ...
Monday, 23 May 16
THE PANAMAX INDEX WAS UP 17 POINTS W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this week.
The freight market was firm and all ...
Friday, 20 May 16
SHIPBUILDING CONTRACTS: CAN I CANCEL? SHOULD I CANCEL? - THE SHIPOWNER CLUB
KNOWLEDGE TO ELEVATE
There are many circumstances in which a buyer of a new-build vessel might want to terminate or cancel their contract with ...
Friday, 20 May 16
U.S COAL PRODUCTION FOR THE WEEK ENDED 14 MAY TOTALED 11.4 MMST; UP 3.8% W/W
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.4 million short tons (mm ...
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Showing 2421 to 2425 news of total 6871 |
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- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Coalindo Energy - Indonesia
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Marubeni Corporation - India
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
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