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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, 28 January 16
RICHARDS BAY COAL SWAPS FOR Q1,Q2 AND Q3 DELIVERIES FIRM THIS PAST WEEK
COALspot.com: Q1’ 2016 API4 FOB Richards Bay Coal swap rose month over month and week over week.
The Q1’ 2016 FOB Richards Bay Coa ...
Wednesday, 27 January 16
API 5 FOB NEWCASTLE COAL SWAPS CLOSE MIXED
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery rose another $1.17 per ton (3.13%) this past week compared to the sam ...
Wednesday, 27 January 16
CHINA'S STALLING ECONOMY HAS HAD A GREAT EFFECT ON VARIOUS COMMODITIES; DECREASED DEMAND DRIVING COMMODITY PRICES LOWER AND LOWER - LINOS ALEXANDROS KOGEVINAS
Having gone through the first few weeks of 2016, it’s starting to look like another challenging year is ahead of us. Hopes for a recovery in ...
Wednesday, 27 January 16
WORLD HARD COAL PRODUCTION AND CONSUMPTION DECLINE IN 2015 FOR THE FIRST TIME IN OVER A DECADE - VDKI
COALspot.com: Seaborne hard coal trade and the changes in this area were decisively affected by China and India - VDKi.
China bears the g ...
Tuesday, 26 January 16
Q3'16 CFR SOUTH CHINA COAL SWAP DROPPED BELOW $41 A TON
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery rose US$ 0.82 (1.94%) per ton month over month.
A commodity swap is ...
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Showing 2586 to 2590 news of total 6871 |
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- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Planning Commission, India
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
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