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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, 18 November 14
VALEMAX DEAL TO DETERMINE DRY BULK MARKET'S FATE - DREWRY MARITIME RESEARCH
Vale’s accord to sell and lease four Valemax vessels to COSCO might have negative repercussions on dry bulk freight rates. Vale has committed ...
Tuesday, 18 November 14
SUB-BIT FOB INDONESIA COAL SWAP DELIVERY Q2' 2015 CLOSED AT $ 49.55; DOWN 4.10% M-O-M
COALspot.com: Indonesian coal swaps for delivery Q1' 2015 lost month on month, gained week on week and day on day.
The Q1 swap has lost US ...
Tuesday, 18 November 14
FOB RICHARDS BAY COAL SWAP FOR Q1' 2015 DELIVERY CLOSED AT $ 66.31; UP 1.33% W-O-W
COALspot.com: API 4 FOB Richards Bay Coal swap for Q1’ 2015 delivery has gained US$ 0.27 (+0.41%) month over month and US$ 0.87 (+1.33%) week ...
Tuesday, 18 November 14
CHEAP OIL PRICES COULD RESHAPE GLOBAL OIL EXPORTING MAP - HELLENIC SHIPPING
Tanker owners have enjoyed a rather healthy 2014, but as the year draws to a close, the fall of oil prices is bound to reshape traditional, as well ...
Monday, 17 November 14
SKULD ISSUES URGENT NOTICE ON BANKRUPTCY OF OW BUNKER A/S
Further to the Association’s advices of 7 November 2014, more information has come to light with respect to the potential impact and scale of ...
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Showing 3366 to 3370 news of total 6871 |
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- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Semirara Mining Corp, Philippines
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Sree Jayajothi Cements Limited - India
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