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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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Tuesday, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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Showing 911 to 915 news of total 6871 |
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- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Independent Power Producers Association of India
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Eastern Energy - Thailand
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Jaiprakash Power Ventures ltd
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Central Electricity Authority - India
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Australian Coal Association
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
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