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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, 12 February 16
COAL PRICES ARE EXPECTED TO DECLINE 13% IN 2016 TO $50 ATON, ON CONTINUED WEAK DEMAND AND OVERSUPPLY - WORLD BANK
COALspot.com: Thermal coal prices fell 9 percent in the fourth quarter on continued weak demand, high stocks, and surplus production, World Bank sa ...
Friday, 12 February 16
U.S. COAL PRODUCTION OFF 5.4% FROM LAST WEEK - EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 12.9 million shor ...
Thursday, 11 February 16
GLOBAL NEWBUILDING ORDERBOOK IS SHRINKING ON A DAILY BASIS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
2016 has started right where 2015 left off when it comes to newbuilding ordering activity, i.e. there are slim pickings to be had from shipyards ar ...
Wednesday, 10 February 16
SOUTH AFRICA IS HOPING TO SHIP MORE COAL TO INDIA IN 2016
COALspot.com: South Africa is hoping to boost coal exports to India after shipping a record 75.4 million tonnes of coal in 2015, industry officials ...
Wednesday, 10 February 16
OWNERS APPEAR WILLING TO DISPOSE OF TONNAGE THE SOONEST IT HITS THE 10 YEAR MARK - TIMOS PAPADIMITRIOU
COALspot.com: The last two months of 2015 made a case for traditional shipowners to invest in the dry bulk sector, doing so though based purely on ...
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Showing 2566 to 2570 news of total 6871 |
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- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- GMR Energy Limited - India
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Finance - Indonesia
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Planning Commission, India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Australian Coal Association
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
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