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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, 23 March 16
THE PANAMA CANAL - WILL THE MELTING OF POLAR ICE CAPS CREATE RIVAL NAVIGATIONAL WATERWAYS THROUGH THE ARCTIC? - INTERMODAL
The Panama Canal, 102 years after its initial opening, is now about to have its expansion completed with a cost of USD5.25 Billion. It is a project ...
Tuesday, 22 March 16
FOUR NEW MARKET MEMBERS HAVE JOINED GLOBALCOAL
globalCOAL® announced yesterday that four new Market Members have joined its international trading community.
Ferrocadia DMCC is an intern ...
Monday, 21 March 16
INDONESIAN 4200 GAR COAL INDEX ROSE $0.12 OR, 0.44% WEEK OVER WEEK; INDEX CLOASED AT $27.19 A TON
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.21 percent week over week to averaging $38.90 per ton on this past Friday, ac ...
Monday, 21 March 16
THE BALTIC DRY INDEX ROSE SLIGHTLY WEEK OVER WEEK; BCI UP 11.93%
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued rose this week helped by higher rates for Cape ...
Friday, 18 March 16
OUTLOOK ON GLOBAL SHIPPING SECTOR TURNS NEGATIVE AS SUPPLY-DEMAND GAP WIDENS AND EBITDA DECLINES - MOODY'S
Moody’s Investors Service (Moody’s) has changed its outlook on the global shipping sector to negative as it expects supply growth to ou ...
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Showing 2511 to 2515 news of total 6871 |
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- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Electricity Authority, New Zealand
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Trasteel International SA, Italy
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Australian Coal Association
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Bhatia International Limited - India
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- European Bulk Services B.V. - Netherlands
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Planning Commission, India
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- GVK Power & Infra Limited - India
- The University of Queensland
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
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