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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, 21 October 14
INDIA'S DIESEL DEREGULATION POSITIVE FOR OIL COMPANIES - FITCH
The Indian government's 18 October decision to deregulate diesel prices will have a positive effect on the national oil marketing companies tha ...
Tuesday, 21 October 14
LOW DEMAND PUTTING COAL SWAPS UNDER PRESSURE
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 lost on day, week and month.
The swap has lost US$ 1.57 (-3.04%) month on month ...
Monday, 20 October 14
CHINA'S ENVIRONMENTAL POLICIES DO NOT SPELL THE END FOR COAL - WOOD MACKENZIE
China's environmental policies do not spell the end for coal Analysis across energy commodities show coal still accounting for 64% of power mix ...
Monday, 20 October 14
CFR SOUTH CHINA COAL SWAPS FAILED TO PERFORM POSITIVE
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery decreased US$ 3.04 (-4.57%) month over month and US$ 1.75 (-2.68%) week o ...
Sunday, 19 October 14
LOW DEMAND PUSHES DOWN COAL FREIGHT RATES; VOLATILITY CONTINUES
COALspot.com: This week all the segments softened including BDI except for Panamax index.
The BDI was down by1.70 pct and clsoed at 944 points ...
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Showing 3416 to 3420 news of total 6871 |
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- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Samtan Co., Ltd - South Korea
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Neyveli Lignite Corporation Ltd, - India
- The University of Queensland
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
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