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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, 07 April 15
Q3 FOB RICHARDS BAY COAL SWAP CLOSED AT $ 55.96 PMT; DOWN 8.40% M-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 declined month over month and week on week.
The Q2 swap has declined U ...
Monday, 06 April 15
INDONESIA'S HBA FIXED AT US$ 64.48 PMT FOR APRIL DELIVERY; DOWN 4.84% M-M
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down Indonesian coal benchmark prices to US$ 64.48 per MT in Apr ...
Monday, 06 April 15
FOB NEWCASTLE COAL SWAP DECLINED 12% MONTH OVER MONTH
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 6.23 per MT (-12%) month over month and US$ 0.86 (-1.85%) week ...
Monday, 06 April 15
CFR SOUTH CHINA COAL SWAP FALL CONTINUES
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 5.96 (-10.37%) per MT month over month and US$ 0.98 (- ...
Sunday, 05 April 15
FREIGHT RATES UNDER PRESSURE WEEK OVER WEEK
COALspot.com: The Indices fell on all segments and the market seemed to soften this week.
The BDI was almost lost 1.34% week over week and clo ...
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Showing 3086 to 3090 news of total 6871 |
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- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Commonwealth Bank - Australia
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Mercator Lines Limited - India
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Rio Tinto Coal - Australia
- Deloitte Consulting - India
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Marubeni Corporation - India
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Planning Commission, India
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Ministry of Transport, Egypt
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Parliament of New Zealand
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Trasteel International SA, Italy
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
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