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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, 16 April 15
INDIA: COAL IMPORTS RISE BY 33 PC TO 240 MT IN FY'15 - PTI
India’s coal imports in the just concluded FY 2015 increased by 33 per cent to about 240 million tonnes.
“Coal import have gone up ...
Thursday, 16 April 15
CAPESIZE: THE SUPPLY AND DEMAND SIDE ARE NOW SUFFERING HEAVILY - FEARNLEYS
Handy
It seems to be some standoff between owners and charterers in both hemispheres this week. Owners are raising their rates while charterers a ...
Thursday, 16 April 15
Q3 FOB RICHARDS BAY COAL SWAP CLOSED AT $ 55.67 PMT
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 declined month over month.
The Q2 swap has declined US$ 1.90 (3.17%) m ...
Wednesday, 15 April 15
PORT OF NEWCASTLE SHIPPED 13.63 MMT OF COAL IN MARCH; UP 4.41% M-O-M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1.227 billi ...
Tuesday, 14 April 15
COAL OUTPUT FALLS AS PRICES CONTINUE TO LAG - JP
Coal output dropped by 21 percent in the first three months of the year as low prices for the commodity forced mining companies to reduce activitie ...
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Showing 3071 to 3075 news of total 6871 |
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- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- Parliament of New Zealand
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Carbofer General Trading SA - India
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Makarim & Taira - Indonesia
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Minerals Council of Australia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
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