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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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Friday, 02 February 24
DRY BULK MARKET: THE DOWNWARD REVISION IN THE GROWTH OF CAPESIZE TONNE DAYS IN JANUARY WITH THE BCI DROPPING - MARIA BERTZELETOU
In the last week of January, the dry freight market sustained weakness in the Capesize segment, while the number of ballasters in the Southeast (SE ...
Friday, 02 February 24
COAL INDIA ACHIEVES NEARLY 80% OF ITS FY24 PRODUCTION TARGET IN TEN MONTHS - CNBCTV18
For the month of January, the company’s production grew by 9.1% from the same period last year to 78.4 Million Tonnes (MT), from 71.9 MT last ...
Thursday, 01 February 24
CHINA'S WIND, SOLAR CAPACITY TO OVERTAKE COAL IN 2024 - INDUSTRY BODY, REUTERS REPORTED
China’s installed wind and solar capacity is expected to overtake coal for the first time this year, according to industry forecasts.
&nb ...
Thursday, 01 February 24
ANTI-DEDUCTION CLAUSES: CAN A CHARTERER WITHHOLD HIRE WITHOUT AN OWNER'S CONSENT? - SKULD
KNOWLEDGE TO ELEVATE
Summary
In The Anna Dorothea, the Court found that where a charterparty provides that no deduction from hire may be m ...
Thursday, 01 February 24
INDIA REBUILDS COAL STOCKS TO ENSURE ELECTRIC RELIABILITY - REUTERS
India’s electricity supply is much more comfortable at the start of 2024 than in either 2023 or 2022 as coal production has ramped up and the ...
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Showing 41 to 45 news of total 6871 |
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- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Standard Chartered Bank - UAE
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Australian Coal Association
- Central Electricity Authority - India
- Indika Energy - Indonesia
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- White Energy Company Limited
- Planning Commission, India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- Minerals Council of Australia
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Ministry of Mines - Canada
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- TeaM Sual Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
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