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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, 19 February 15
PANAMAX: NOPAC AND AUSSIE ROUNDS ARE DONE IN LOW/MID $ 4000; TRIPS VIA INDONESIA TO INDIA CLOSER TO THE $5000 MARK - FEARNLEYS
Handy
The handy and supra market has not seen any firming rates in front of the Chinese New Year and still suffering on low activity in both hemi ...
Wednesday, 18 February 15
DRY BULK SHIPPING TO RECOVER IN LATE 2015 - DREWRY MARITIME RESEARCH
Strong trade growth, moderating fleet development and deployment of new fuel efficient vessels are expected to lead to a recovery in dry bulk shipp ...
Tuesday, 17 February 15
WHO PAYS THE SUEZ CANAL FEES? - INCE & CO
KNOWLEDGE TO ELEVATE
This was an appeal from an arbitration award on a point of construction in relation to the wording of an addendum to a ch ...
Tuesday, 17 February 15
BUOYANT WAVES IN RECENT YEARS: GLOBAL SHIP INVESTMENT SINCE THE CRASH - HELLENIC SHIPPING NEWS
Anxiety about fleet expansion is a recurring feature of world shipping markets. Within the global maritime community, worries about the vast amount ...
Tuesday, 17 February 15
FOB SUB-BIT INDONESIA COAL SWAP UP 8% MONTH OVER MONTH
COALspot.com: Indonesian coal swaps for delivery Q2' 2015 rose week over week and month on month.
The Q2 swap up US$ 3.58 (+8.00%) month o ...
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Showing 3186 to 3190 news of total 6871 |
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- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Minerals Council of Australia
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Thiess Contractors Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- New Zealand Coal & Carbon
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Bhatia International Limited - India
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Central Electricity Authority - India
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Indian Oil Corporation Limited
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