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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, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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Showing 361 to 365 news of total 6871 |
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Semirara Mining Corp, Philippines
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- White Energy Company Limited
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- The University of Queensland
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
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