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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, 12 June 14
CONSOLIDATION IS THE ' NAME OF THE GAME' WHEN IT COMES TO SHIPYARDS ACROSS ASIA - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Intense competition, a swelling of new greenfield shipyards over the past few years mainly in China, especially prior to the 2008 global financial ...
Wednesday, 11 June 14
INDONESIA'S COAL EXPORT VOLUME AND REVENUE SLIPS 2.75% AND 6.73% RESPECTIVELY IN APRIL
COALspot.com: Indonesia, one of the world's largest coal producer and the global largest multi grade coal exporter shipped around $1.8* b ...
Wednesday, 11 June 14
BPI TOUCHING A NEW LOW FOR THE YEAR
The Dry Bulk market closed off the week positively, on the back of firming Capesize rates, while the market overall continues to face a very challe ...
Monday, 09 June 14
GOVT GETS TOUGH ON ILLEGAL MINING, SUSPENDS LICENSES - THE JAKARTA POST
The government has temporarily suspended the licenses of 62 mineral and coal transportation companies as part of its efforts to curb illegal mining ...
Monday, 09 June 14
INDO SUB-BIT COAL SWAPS FOR Q3,Q4 OF 2014 AND Q1 2015: LOST ON DAY AND MONTH
COALspot.com: Indonesian coal swaps for average Q3’ 2014 continue last week’s trend or lost on day, week and on month according to Asia ...
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Showing 3661 to 3665 news of total 6871 |
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- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- India Bulls Power Limited - India
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- The University of Queensland
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Planning Commission, India
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
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