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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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Saturday, 20 June 20
NO ESCAPING GLOBAL TRADE SLUMP - BALTIC EXCHANGE
Those hoping for a decent recovery in trade in the second half of the year should prepare for disappointment.
New data from the Unit ...
Friday, 19 June 20
INDIA'S COAL CONSUMPTION GROWTH IN 2019 SLOWEST SINCE 2001: BP STATS REVIEW - HINDU BUSINESS LINE
Growth in global energy markets slowed in 2019 in line with weaker economic growth, according to the bp Statistical Review of World Energy 2020. Th ...
Friday, 19 June 20
KOWEPO TO IMPORT 1,050,000 MT OF MIN 5300 NCV COAL FOR THREE YEARS
COALspot.com: Korera Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1,050k MT Min.5,300 kcal/kg NCV coal for t ...
Thursday, 18 June 20
INDIA: GOVT'S PLAN TO CUT COAL IMPORT GOES FOR A TOSS AS FY20 BREAKS LOGISTICS CHAIN; LOCAL OUTPUT STAGNANT - FINANCIAL EXPRESS
Weak logistics support and disrupted supply chain towards the end of the last financial year 2019-20 hit the government’s plan to cut coal im ...
Thursday, 18 June 20
INDIA: THERMAL PLANTS TO OPERATE BELOW 53% CAPACITY IN FY21 AS POWER DEMAND DIPS - BUSINESS STANDARD
The Plant Load Factor (PLF) of thermal power stations across the country is projected to dip below 53 per cent in this fiscal. Muted power demand f ...
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Showing 901 to 905 news of total 6871 |
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- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Cigading International Bulk Terminal - Indonesia
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
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