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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, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- Australian Coal Association
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- PTC India Limited - India
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
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