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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, 17 June 20
MARKET INSIGHT - INTERMODAL
After experiencing record earnings during the first half of the year, the focus of headlines concerning the tanker market has shifted from the deve ...
Wednesday, 17 June 20
KOREA SOUTHERN POWER CO INVITED 80000 MT OF LOW CALORIFIC VALUE COAL FOR AUGUST 1H, 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) Min 4,200 kcal/kg - Max. ...
Tuesday, 16 June 20
A GLOBAL ECONOMIC SLUMP: WHAT WILL IT MEAN FOR METALS AND MINING? - WOOD MACKENZIE
Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG an ...
Tuesday, 16 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.58 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.43 points Monday, up 0.58 percent week on week.
The index, released by China ...
Tuesday, 16 June 20
HIGHER IRON ORE PRICES OFFSET CORONAVIRUS-DRIVEN PRODUCTION RISK - FITCH RATINGS
Lower iron ore production in Brazil, resulting from rising coronavirus infections, should only marginally affect the cash flow of Vale and other gl ...
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Showing 906 to 910 news of total 6871 |
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- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Miang Besar Coal Terminal - Indonesia
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- SMC Global Power, Philippines
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Marubeni Corporation - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
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