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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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Wednesday, 26 November 14
SHIPPING MARKET INSIGHT - EVA TZIMA
The tanker market has been enjoying some good returns lately. Ok, that may be a big understatement, but with all the ups and downs of the past year ...
Tuesday, 25 November 14
FISCAL BREAKEVEN OIL PRICES SHOW SOVEREIGN VULNERABILITY - FITCH
COALspot.com: The vulnerability of the sovereign credit profiles of net oil exporters, as shown by their fiscal breakeven oil prices, suggests that ...
Tuesday, 25 November 14
UK: TRIBUNAL RULES ON SPEED AND PERFORMANCE CLAIMS UNDER TWO CONSECUTIVE TIME CHARTERPARTIES - REED SMITH
KNOWLEDGE TO ELEVATE
“Owners not to be responsible if the vessel under the currency of this charter party stays at port or anchorage or ...
Tuesday, 25 November 14
FOB RICHARDS BAY COAL SWAP FOR Q4' 15 DELIVERY CLOSED AT US$ 68.20
COALspot.com: API 4 FOB Richards Bay Coal for delivery Q1' 2015 gained month on month, week on week and day over day.
The Q1 swap has gain ...
Tuesday, 25 November 14
SUB-BIT FOB INDONESIA COAL SWAP FOR Q2' 15 DELIVERY CLOSED AT $ 49.55
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 lost month on month, gained week on week.
The Q1 swap has lost US$ 0.12 (-0.24%) ...
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Showing 3346 to 3350 news of total 6871 |
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- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- The University of Queensland
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Price Waterhouse Coopers - Russia
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- PTC India Limited - India
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
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