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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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Tuesday, 15 September 15
API 5 FOB NEWCASTLE COAL SWAP FOR 4Q' 2015 DELIVERY CLOSED AT $42.71 PER TON ON 11 SEPT, SGX DATA SHOWS
COALspot.com: API 5 FOB Newcastle Coal swap for 4Q’ 2015 delivery declined $0.94 per MT (-2.15%) month over month to US$ 42.71 per mt. The sw ...
Monday, 14 September 15
Q1'16 CFR SOUTH CHINA COAL SWAP DECLINED $1.80 PMT M-M
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined just US$ 1.62 (3.21 %) per MT month over month.
A commodity ...
Monday, 14 September 15
MOODY'S LOWERS COMMODITY PRICE ASSUMPTIONS ON MACRO, INDUSTRY FACTORS
COALspot.com: Moody's Investors Service has lowered its base metal price assumptions for 2015-17 as slowing growth in China, lower oil prices, ...
Sunday, 13 September 15
FREIGHT RATES ARE EXPECTED TO BE SOFT NEXT WEEK
COALspot.com: The BDI decreased further by 6.51 per cent or 57 points since last Friday and closed at 818 on 11 September 2015 while the cape index ...
Friday, 11 September 15
SHIPPING MARKETS SHOW MIXED EMOTIONS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has managed to show marginal improvements over the past few days, with the Capesize segment faring better than smaller dry bulk ...
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Showing 2816 to 2820 news of total 6871 |
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- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- SMG Consultants - Indonesia
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Mercator Lines Limited - India
- Lanco Infratech Ltd - India
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
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