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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, 10 July 14
SGX EXPANDS ACROSS THE BULKS WITH NEW COAL PRODUCTS
COALspot.com: Singapore Exchange (SGX) is expanding its bulk commodity derivatives offering by launching new coking and thermal coal products on 4 ...
Thursday, 10 July 14
HANDY: SMALL INCREASE; PANAMAX: POSITIVE TONE; CAPESIZE: PAPER VALUES REMAIN WEEK
Handy
It is a general increase in activity in both hemispheres whereas rates have just experienced a small increase. In the Feast we see stable a ...
Wednesday, 09 July 14
SHIP INVESTMENTS ARE TRENDING LOWER
Most ship owners are deeming current ship prices on the high side, refraining from making serious commitments in new acquisitions or newbuilding or ...
Wednesday, 09 July 14
INDIAN GOVERNMENT ADVISED POWER UTILITIES TO INCREASE COAL IMPORTS
COALspot.com: The government of India has advised power utilities to increase coal imports to meet fuel shortages and those that have fuel supply p ...
Wednesday, 09 July 14
PANAMAX MARKET FINALLY CORRECTING UPWARDS; AVERAGE TC MORE THAN DOUBLING WEEK ON WEEK - INTERMODAL
The Dry Bulk market has closed off on Friday on a more positive note, with most segments noting weekly gains and the Panamax market finally correct ...
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Showing 3611 to 3615 news of total 6871 |
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- White Energy Company Limited
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Indonesian Coal Mining Association
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Tata Chemicals Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Global Business Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Holcim Trading Pte Ltd - Singapore
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Deloitte Consulting - India
- Economic Council, Georgia
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Eastern Energy - Thailand
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
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