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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, 16 October 14
ARE WE GOING TO SHOOT OURSELVES IN THE FOOT ONCE AGAIN? - PANOS MAKRINOS
As the East part of our globe was coming back from its October holidays last week, everyone expected that the Dry Bulk market would follow suit and ...
Wednesday, 15 October 14
PANAMAX: ACTIVITY IN THE PACIFIC WAS UNIMPRESSIVE
The Dry Bulk market noted another weekly decline last week, while the BDI moved below 1,000 points taking down with it expectations that a post hol ...
Wednesday, 15 October 14
INDONESIAN COAL PRICE REFERENCE FELL TO FRESH MULTI-YEAR LOWS IN OCTOBER
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in October 2014.
...
Wednesday, 15 October 14
DRY BULK SHIPPING: RATE IMPROVEMENTS ARRIVED AS FORECAST, BUT UNCERTAINTY MOUNTS FOR 2015 DEMAND - BIMCO
BIMCO released its latest short term assessment of the dry bulk market, estimating that over the October-November period, the level of Capesize TC ...
Wednesday, 15 October 14
SHIPOWNER NOT LIABLE FOR CARGO DAMAGE RESULTING FROM POOR STOWAGE - CLYDE & CO
KNOWLEDGE TO ELEVATE
Russian metal trading company Yuzhny Zavod Metall Profil (YZMP), the holder of a CONGEN 1994 bill of lading, took delivery o ...
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Showing 3426 to 3430 news of total 6871 |
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- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Georgia Ports Authority, United States
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Central Electricity Authority - India
- The University of Queensland
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
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