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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, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
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Showing 1031 to 1035 news of total 6871 |
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- Aboitiz Power Corporation - Philippines
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Xindia Steels Limited - India
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- The University of Queensland
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- CNBM International Corporation - China
- Economic Council, Georgia
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indonesian Coal Mining Association
- Uttam Galva Steels Limited - India
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