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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, 15 July 15
ANY FUTURE IRAN OIL DEAL WILL BOOST SUPPLY FUNDAMENTALS WITH TANKER OWNERS HOPING FROM TEHRAN TO QUICKLY BOOST ITS PRODUCTION
With the Greek “Euro-drama” apparently over, at least for now, Iran’s oil deal still remains elusive, with any potential agreemen ...
Tuesday, 14 July 15
FOB NEWCASTLE COAL SWAPS MAINTAIN OVERALL NEGATIVE TONE THIS PAST WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery down $ 1.02 per MT (-2.23%) month over month to US$ 44.68 per mt. The swap ...
Tuesday, 14 July 15
CFR SOUTH CHINA COAL SWAPS DECLINE THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 1.47 (2.82%) per MT month over month.
A commodity swap ...
Monday, 13 July 15
THERMAL COAL IMPORTS SOAR 23 PER CENT TO 24.08 MILLION TONNES AT 12 MAJOR INDIAN PORTS
Import of thermal coal jumped 23 per cent to 24.08 million tonnes at 12 major ports in the first quarter of the fiscal, even as the government cont ...
Monday, 13 July 15
THE DRY BULK MARKET CLOSED ON A POSITIVE TONE THIS PAST WEEK
COALspot.com: Despite Greece crisis and turmoil in the stock market across the world , the freight market overall was firm and up in all segments t ...
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Showing 2926 to 2930 news of total 6871 |
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- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Energy Link Ltd, New Zealand
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Deloitte Consulting - India
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Altura Mining Limited, Indonesia
- Meralco Power Generation, Philippines
- Pendopo Energi Batubara - Indonesia
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Parliament of New Zealand
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
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