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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, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the po ...
Tuesday, 07 April 20
CORONAVIRUS AND LOCKDOWNS DRAG DOWN THE INDONESIAN COAL PRICE REFERENCE IN APRIL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of the Indonesian ther ...
Monday, 06 April 20
A 52,000DWT SHIP FIXING DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY TAIWAN, AT $3,100 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this me ...
Friday, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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Showing 1026 to 1030 news of total 6871 |
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- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Kumho Petrochemical, South Korea
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
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