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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, 08 October 14
IS THERE ANY BRIGHT SIDE ON THE DRY BULK SEGMENT? - YANNIS OLZIERSKY
In the movie “Life Of Brian”, a character on a nearby cross was singing the famous “Always look on the bright side of life” ...
Tuesday, 07 October 14
TAIPOWER TO IMPORT 525K MT OF LOW ASH AND EXTRA LOW SULFUR SUB-BITUMINOUS COAL
COALspot.com: Taiwan Power Company intends to procure 525,000 metric tons of low ash and extra low sulfur sub-bituminous coal for Taipower thermal ...
Tuesday, 07 October 14
SUB-BIT FOB INDONESIA COAL SWAP SHOWS A FLAT TO WEAK TREND THIS PAST WEEK
COALspot.com: Indonesian coal swaps November 2014 delivery flat week on week and gained US$ 0.10 (-0.20%) per mt day on day. The swap also lost US$ ...
Tuesday, 07 October 14
THE RIO TINTO CONFIRMS THAT NO DISCUSSIONS ARE TAKING PLACE WITH GLENCORE
COALspot.com: The board of Rio Tinto notes the recent press speculation regarding a possible combination of Rio Tinto and Glencore.The Rio Tinto bo ...
Tuesday, 07 October 14
API 8 CFR SOUTH CHINA COAL SWAP HEADED SOUTH
COALspot.com: API 8 CFR South China Coal swap for delivery in November 2014 decreased US$ 1.10 (-1.64%) month over month and US$ 0.25 (-0.38%) ...
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Showing 3446 to 3450 news of total 6871 |
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- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Eastern Coal Council - USA
- Semirara Mining Corp, Philippines
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
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