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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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Sunday, 19 July 15
BDI GAINED AND CROSSED 1000 MARK THIS WEEK
COALspot.com: The BDI gained and crossed 1000 mark after many months this Friday. The BDI was up almost 20 pct and closed 1048 points on 17 July 20 ...
Saturday, 18 July 15
INTERVIEW : FRANZ ESCALANTE, CHIEF OF INFORMATION SYSTEMS, MINERA CHINALCO, PERU
We are interested in the technology of Autonomous trucks, the new-generation trucks are not remote controlled, they are truly autonomous - Franz Es ...
Friday, 17 July 15
COAL PRODUCTION IN THE U.S. INCREASES SHARPLY FOR THE WEEK ENDING JULY 11
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.4 million short ...
Friday, 17 July 15
INDONESIAN POWER-STATION COAL SWAPS DECLINE CONTINUES THIS PAST WEEK
COALspot.com: Indonesian coal swap for delivery Q3 2015 declined month on month and week over week, this past week.
The Q3 swap was declined $ ...
Friday, 17 July 15
DO CANCELLATION RIGHTS UNDER VOYAGE CHARTERPARTY SURVIVE RE-NOMINATION OF LOAD PORT? - INCE&CO
KNOWLEDGE TO ELEVATE
Do cancellation rights under voyage charterparty survive re-nomination of load port?
St Shipping & Transport Inc ...
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Showing 2916 to 2920 news of total 6871 |
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- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Parliament of New Zealand
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Intertek Mineral Services - Indonesia
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Coal and Oil Company - UAE
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
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