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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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Monday, 30 March 15
Q3' 15 CFR SOUTH CHINA COAL SWAP: DECLINED 8.7% M-M; 12.77% Y-TO-D
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 5.00 (-8.70%) per MT month over month and US$ 1.33 (-2 ...
Monday, 30 March 15
Q2' FOB NEWCASTLE COAL SWAP CLOSED 4.47% HIGHER THAN Q4' CLOSING PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 5.42 per MT (-10.43%) month over month and US$ 1.60 (-3.32%) w ...
Sunday, 29 March 15
INDO - INDIA: SUPRAMAX & PANAMAX FREIGHT MARKET STEADY
COALspot.com: The freight market was almost stable as all segments slightly up except Panamax sector.
The BDI was up by just 0.85% week over w ...
Saturday, 28 March 15
IS NORTHERN EUROPE THE NEW MINING ELDORADO?
The Europe Mining 2015 Summit, organised by Global Summits organizer IRN on 17-18 June in Amsterdam, The Netherlands, will gather senior level repr ...
Saturday, 28 March 15
THE DRY BULK FLEET AT BREAKING POINT - CLARKSONS
The severe oversupply in the bulkcarrier fleet has contributed to the current trough in the dry bulk market, putting considerable financial pressur ...
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Showing 3101 to 3105 news of total 6871 |
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- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Australian Coal Association
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Economic Council, Georgia
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Dalmia Cement Bharat India
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- The University of Queensland
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
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