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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, 23 June 15
FOB RICHARDS BAY COAL SWAP HAS REMAINED STEADY OVER THE PAST WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 rose month over month and week over week.
The Q3 swap was up US$ 2.32 ...
Monday, 22 June 15
BORYEONG POWER PLANT TO IMPORT 140K MT OF LCV COAL FOR AUGUST - SEPTEMBER 2015
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender to purchase 140K Metric Tons (MT) of LCV coal for ...
Monday, 22 June 15
CFR SOUTH CHINA COAL SWAP: UP MONTH OVER MONTH; DOWN WEEK OVER WEEK
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery rose US$ 0.30 (0.58%) per MT month over month.
A commodity swap is a ...
Monday, 22 June 15
FOB NEWCASTLE COAL SWAP: UP WEEK OVER WEEK AND MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery up $ 0.54 per MT (1.19%) month over month to US$ 45.87 per mt. The swap was ...
Sunday, 21 June 15
SPOT RATE AVERAGES FOR FREIGHT FROM INDONESIA TO INDIA REMAIN STRONG THIS WEEK
COALspot.com: The freight market was quite firm this week compared to last week. The BDI was up 21% week on week and closed at 779 points. The cape ...
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Showing 2961 to 2965 news of total 6871 |
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- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- Aditya Birla Group - India
- Central Electricity Authority - India
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
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