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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, 08 September 15
FOB RICHARDS BAY COAL SWAPS CONTINUE TO SHOW DECLINING TREND
COALspot.com: API4 FOB Richards Bay Coal swap for delivery 4Q' 2015 declined week over week and month over month.
The 4Q swap was down US$ ...
Tuesday, 08 September 15
GANGAVARAM PORT IN INDIA DISCHARGES RECORD 112,599 MT OF STEAM COAL IN 24 HOURS
COALspot.com: Gangavaram Port, an all weather, multipurpose port with water depth up-to 21 meters, capable of handling fully laden Super Cap ...
Monday, 07 September 15
THE MINE OF THE FUTURE WILL HAVE ONLY TWO EMPLOYEES, A MAN AND A DOG - SCOTT MCGOWAN
"The Technology and Innovation in Mining 2015" production team at Information Exchange Group interviewed Scott Mcgowan, Director, Global ...
Monday, 07 September 15
FOB NEWCASTLE COAL SWAP FOR Q2' 16 DELIVERY CLOSED US CENTS 25 LOWER COMPARED TO Q4' 15
COALspot.com: API 5 FOB Newcastle Coal swap for 4Q’ 2015 delivery declined $0.73 per MT (-1.68%) month over month to US$ 42.65 per mt. The sw ...
Monday, 07 September 15
CFR SOUTH CHINA COAL SWAPS ROSE 1.1 PER CENT WEEK OVER WEEK
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined just US$ 1.52 (3 %) per MT month over month.
A commodity sw ...
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Showing 2826 to 2830 news of total 6871 |
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- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- London Commodity Brokers - England
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Indonesian Coal Mining Association
- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Meralco Power Generation, Philippines
- Planning Commission, India
- Attock Cement Pakistan Limited
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Globalindo Alam Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- International Coal Ventures Pvt Ltd - India
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- Xindia Steels Limited - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
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