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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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Friday, 11 March 16
US WEEKLY COAL PRODUCTION DOWN BY 0.5 MMST
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 12.6 million shor ...
Friday, 11 March 16
FORTESCUE'S MOU WITH VALE COULD STRENGTHEN ITS BUSINESS PROFILE - FITCH
COALspot.com: Fitch Ratings says that Australia-based Fortescue Metals Group Limited's (BB+/Negative) memorandum of understanding (MOU) with Br ...
Thursday, 10 March 16
CHINA'S NEW POLICY PLAN COULD BE POSITIVE FOR SHIPPING, BUT TARGETS SEEM RATHER AMBITIOUS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
China set out its new policy plan during the course of the past weekend, but it seems to have set some very ambitious goals, which could be difficu ...
Thursday, 10 March 16
U.S. COAL EXPORTS DECLINED 23% IN 2015, AS COAL IMPORTS REMAINED STEADY
COALspot.com: The United States remains a net exporter of coal, exporting 74.0 million short tons (MMst) and importing 11 MMst in 2015.
Accord ...
Thursday, 10 March 16
IT FEELS SAFE TO SAY THAT THE MARKET IS SLOWLY AND PAINFULLY REGAINING ITS BALANCE
With the BDI marking its third consecutive positive weekly closing, it feels safe to say that the market is regaining its balance; slowly and painf ...
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Showing 2526 to 2530 news of total 6871 |
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- Directorate General of MIneral and Coal - Indonesia
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Borneo Indobara - Indonesia
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Toyota Tsusho Corporation, Japan
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Ceylon Electricity Board - Sri Lanka
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
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