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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, 01 June 20
SUPRAMAX: IN SOUTH EAST ASIA RATES TRADED SIDEWAYS - BALTIC BRIEFING
Capesize
A sober end to the week, with the market seemingly ready for the weekend. After a steady week of rate declines a small flurry of Atlan ...
Friday, 29 May 20
COVID-19: COAL SUPPLY BY CIL TO POWER SECTOR DIPS 22% TO 32 MT IN APRIL DUE TO DEMAND SLUMP - PTI
Over 95% of CIL’s production comes from its 171 open cast mines.
The supply of coal to the power sector by state-owned Coal In ...
Friday, 29 May 20
AUSTRALIA'S NEW HOPE WARNS OF HIT FROM COAL PRICE SLUMP - REUTERS
Australia’s New Hope Corp Ltd said on Thursday that a sudden drop in thermal coal prices and lower output from its Queensland operations woul ...
Friday, 29 May 20
GOVT MAY LAUNCH COAL BLOCKS AUCTION PROCESS UNDER COMMERCIAL MINING ON JUN 11 - PTI
The Centre is likely to launch the process of coal blocks auction under commercial mining on June 11 and around 50 mines are expected to go under t ...
Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
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Showing 941 to 945 news of total 6871 |
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- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- The University of Queensland
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Deloitte Consulting - India
- Parliament of New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Australian Coal Association
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
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