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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, 13 January 16
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Going through the second week of 2016 we could easily argue that at this point there are no visible signs of an imminent recovery in the Dry Bulk m ...
Wednesday, 13 January 16
IRON ORE IMPASSE - A FAILED CLAIM FOR CONVERSION - CLYDE & CO
KNOWLEDGE TO ELEVATE
In the recent case of the “Bao Yue”, the English High Court found that the bill of lading holder was liable t ...
Tuesday, 12 January 16
5700 GAR COAL FOR DELIVERY WITHIN Q1 FELL 0.91% WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin moved South direction week over week to averaging $39.96 per ton on last Friday, acc ...
Monday, 11 January 16
PORT OF NEWCASTLE SHIPPED 20% MORE COAL IN DECEMBER 2015; AVERAGE SELLING PRICE DECLINE 3.43%
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $1.129 billio ...
Sunday, 10 January 16
LNG BUNKERING IN ASIA: FUELING A PROMISING FUTURE? - REED SMITH
The requirement of a mandatory reduction of sulphur content in bunker fuel proposed by the International Maritime Organisation (IMO) poses a challe ...
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Showing 2611 to 2615 news of total 6871 |
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- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- The University of Queensland
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- White Energy Company Limited
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
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