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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, 03 September 15
MINISTRY OF ENERGY AND MINERAL RESOURCES OF INDONESIA TO REVISE HBA METHODOLOGY
COALspot.com: Ministry of Energy and Mineral Resources (ESDM) in process to revise Indonesian Coal Price Reference (HBA) and expected to complete b ...
Thursday, 03 September 15
THE CHINESE STOCK MARKET AND THE CHINESE ECONOMY CONTINUE TO SUBSTANTIALLY AFFECT TRADING - INTERMODAL
The last week of the summer season saw the BDI dipping further on the back of another significant drop in rates for Capes, which brought the market ...
Wednesday, 02 September 15
PORT OF NEWCASTLE SHIPPED 13.46 MMT OF COAL IN JULY; UP 0.66 PER CENT M-O-M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1.224 billi ...
Wednesday, 02 September 15
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
In the beginning of the summer period SnP activity was firm with numerous buyers, coming mainly from Greece and the Far East, inspecting ships and ...
Tuesday, 01 September 15
FOB INDONESIA COAL SWAPS FURTHER SLIDE TO US$ 40.62 PMT; DECLINE 5.34 PERCENT M-O-M
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and slightly dropped week over week.
The 4Q swap was declined ...
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Showing 2836 to 2840 news of total 6871 |
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- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Interocean Group of Companies - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- The University of Queensland
- Carbofer General Trading SA - India
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Agrawal Coal Company - India
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- The State Trading Corporation of India Ltd
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
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