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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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- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Trasteel International SA, Italy
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Agrawal Coal Company - India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Australian Coal Association
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Uttam Galva Steels Limited - India
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Renaissance Capital - South Africa
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
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