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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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Monday, 11 August 14
SGX CFR SOUTH CHINA COAL SWAPS DIRECTION HEADING TO NORTH
COALspot.com: API 8 CFR South China Coal swap for delivery in September 2014 increased US$ 0.50 (+0.74%) day on day and US$ 1.55 (+2.33%)&nbs ...
Monday, 11 August 14
A TALE OF TWO TRADES - EVA TZIMA
COALspot.com: It has without a doubt been “a cruel, cruel summer” for the Dry Bulk market so far and with second hand values still stan ...
Sunday, 10 August 14
FREIGHT RATES FROM INDONESIA TO INDIA IS EXPECTED TO BE STEADY NEXT WEEK - VISTAAR
COALspot.com: This week the BDI and other segments saw some improvements. The BDI increased by 3.46 pct week on week and closed at 777 points.
...
Friday, 08 August 14
MINING DISPUTE IS CRIPPLING LOCAL ECONOMIES IN EASTERN INDONESIA - JG
- By Iwan Harsono -
It seems as if there’s no end in sight to the series of negotiations between the government and mining companies about ...
Friday, 08 August 14
CAPESIZE RATES ARE REMAINING MORE OR LESS UNCHANGED AT BOTTOM LOW LEVELS - FEARNLEYS AS
Handy
An improving sentiment with stronger rates and fair demand for prompt tonnage in the Atlantic, both on the Continent and in the Med for the ...
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Showing 3551 to 3555 news of total 6871 |
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- Kartika Selabumi Mining - Indonesia
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- PTC India Limited - India
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- The University of Queensland
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement PLC, Thailand
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Electricity Generating Authority of Thailand
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
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