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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, 12 May 15
FOB INDONESIA COAL SWAP; DECLINED M-O-M AND W-O-W
COALspot.com: Indonesian coal swap for delivery Q3 2015 lost week over week and month on month, this past week.
The Q3 swap was declined US$ 0 ...
Tuesday, 12 May 15
FOB RICHARDS BAY COAL SWAPS: LOST W-O-W; GAIN M-O-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 increased month over month and decreased week over week.
The Q3 swap h ...
Monday, 11 May 15
DRY BULK CARRIER ORDERS CRASH TO A TWENTY YEAR LOW - CLARKSONS
In the last four months dry bulk orders have fallen to 0.4m dwt per month, the lowest level since the 1990s. This is a massive 98% reduction from t ...
Monday, 11 May 15
HBA PRICE DIPS FURTHER; LOWEST RECORDED SINCE JANUARY 2009
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down Indonesian coal benchmark prices to US$ 61.08 per MT in May ...
Monday, 11 May 15
API 5 FOB NEWCASTLE COAL SWAP; INCREASED M-O-M; DECLINED W-O-W
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.62 per MT (1.41%) month over month and lost US$ 0.88 week on w ...
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Showing 3026 to 3030 news of total 6871 |
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- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Petrochimia International Co. Ltd.- Taiwan
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- The University of Queensland
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
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