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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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Sunday, 01 March 15
BDI INDEX SLIGHTLY UP CAUSED AN INCREASE IN THE PANAMAX, SUPARAMAX AND HANDY SIZE INDICES
COALspot.com: The freight market saw some gains this week and BDI was up 5.26 pct closed at 540 points. However the Cape index failed to follow BDI ...
Friday, 27 February 15
WEEKLY US COAL PRODUCTION DOWN AN ESTIMATED 14.0% FROM LAST WEEK - EIA
COALspot.com – United States the world's one of the largest coal producers, produced approximately 16.5 million short tons (mmst) of coal ...
Thursday, 26 February 15
DRY BULK MARKET COULD REBOUND FROM HISTORICAL LOWS IN THE COMING WEEKS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market could exit from its historical lows in the coming weeks, as Chinese buyers reenter the market after the holiday celebrations. T ...
Thursday, 26 February 15
COAL POLICY RISK: HIGHER ROYALTIES FOR IUP HOLDERS - BAHANA SECURITIES | JAKARTA POST
The Energy and Mineral Resources Ministry plans to raise coal royalties charged to mining operation permit (IUP) holders by the end of the first qu ...
Thursday, 26 February 15
DRY BULK MARKET LOOKING FOR POSITIVE MOMENTUM, BUT PROSPECTS REMAIN DIM - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
As the Baltic Dry Index (BDI) inched a bit higher over the past couple of sessions and the Chinese are returning to the market after a week long hi ...
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Showing 3171 to 3175 news of total 6871 |
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- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- International Coal Ventures Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- The University of Queensland
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- White Energy Company Limited
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
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