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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, 30 April 15
IRON ORE PLAYS EXPECTED TO SHAPE UP MAY DRY BULK SCHEDULE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Market plays in the iron ore commodities’ markets, are expected to carve out the future demand for the shipping industry as well, said Allied ...
Wednesday, 29 April 15
MARKET INSIGHT - INTERMODAL
The figures of China’s slowing down imports of coking coal for the first quarter of the year are coming to confirm what everybody was expecti ...
Wednesday, 29 April 15
SHIPBUILDERS START OFFERING DISCOUNTS FOR DRY BULK NEWBUILDINGS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
It took a while, but now it appears that some shipbuilders are beginning to adjust their price lists to the new grim reality of the dry bulk market ...
Tuesday, 28 April 15
FOB INDONESIA COAL SWAP DECLINED M-O-M; INCREASED W-O-W
COALspot.com: Indonesian coal swap for delivery Q2 2015 gained week over week but declined month on month.
The Q2 swap was declined US$ 0.15 ( ...
Tuesday, 28 April 15
Q2' 15 FOB RICHARDS BAY COAL SWAP CLOSED 4.18% HIGHER FROM MONTH AGO
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 increased month over month and slightly week over week.
The Q2 swap ha ...
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Showing 3046 to 3050 news of total 6871 |
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- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Trasteel International SA, Italy
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Tata Chemicals Ltd - India
- Cement Manufacturers Association - India
- PTC India Limited - India
- SMG Consultants - Indonesia
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Semirara Mining Corp, Philippines
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