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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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Thursday, 14 April 16
AUSTRALIAN MINING SERVICES SECTOR SQUEEZED BY MINERS' COST CUTS - FITCH RATINGS
Fitch Ratings says mining services companies' revenues and margins will remain under pressure as miners continue to focus on reducing costs ami ...
Thursday, 14 April 16
DRY BULKERS' PRICES COULD BE HEADING UPWARDS AS BUYERS' APPETITE INCREASES - HELLENIC SHIPPING NEWS
Investment sentiment is beginning to trend upwards in the market for second hand dry bulk carriers. According to the latest weekly report from ship ...
Wednesday, 13 April 16
U.S COAL PRODUCTION IS EXPECTED TO DECREASE BY 16 PER CENT IN 2016; THE LARGEST ANNUAL PERCENTAGE DECLINE SINCE 1958 - EIA
EIA estimates that U.S. coal production in March 2016 was 52 million short tons (MMst), a 2 MMst (4%) decrease from the previous month and 29 MMst ...
Tuesday, 12 April 16
INDONESIA COAL BENCHMARK PRICE INCREASES FOR SECOND STRAIGHT MONTH
COALspot.com: The Indonesia Coal Benchmark Price Increases For Second Straight Month in April 2016.
The Director General of Mine ...
Tuesday, 12 April 16
NO FURTHER SIGNIFICANT COAL PRICE DECLINES IN THE FUTURE - FITCH
COALspot.com: Fitch does not expect further significant coal price declines because producers sector-wide are suffering losses while China and Indo ...
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Showing 2476 to 2480 news of total 6871 |
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- SMG Consultants - Indonesia
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- Australian Coal Association
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Anglo American - United Kingdom
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- The University of Queensland
- Trasteel International SA, Italy
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Minerals Council of Australia
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Bukit Makmur.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Cement Manufacturers Association - India
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Planning Commission, India
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- VISA Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Indika Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
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