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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, 28 October 15
Q2'16 FOB RICHARDS BAY COAL SWAP SEES FURTHER DECLINES
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q4' 2015 gained week over week and declined month over month.
The Q4 swap was d ...
Wednesday, 28 October 15
BDI INCREASE TOOK PLACE SOLELY ON THE BACK OF CAPESIZE PERFORMANCE, BUT........ - INTERMODAL
COALspot.com: The Dry Bulk market closed off the week noting a small improvement which nonetheless failed to lift sentiment, not only because ...
Tuesday, 27 October 15
Q1'16 API 5 FOB NEWCASTLE COAL SWAP DECLINE 6 PER CENT M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery decreased $2 per ton (4.66%) month over month to US$ 40.93 per ton. The swa ...
Monday, 26 October 15
PORT OF NEWCASTLE SHIPPED 10.5 PER CENT LESS COAL IN SEPTEMBER, COMPARED TO AUGUST LOADING
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1.161 billi ...
Monday, 26 October 15
CFR SOUTH CHINA COAL SWAPS CLOSE DOWN 4.3% AS DEMAND CONCERNS WEIGH
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery down just US$ 1.48 (3.02 %) per ton month over month.
A commodity sw ...
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Showing 2746 to 2750 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- White Energy Company Limited
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
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