We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 24 August 16
MARKET INSIGHT
 Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and to take care of some business — namely signal the transition to the 2020 Summer Olympics in Japan. The theme was “Brazilians can do with their bare hands,” a nod to the emerging economy of the world’s fifth most-populous nation, whilst the world now turns their attention to the world’s third-largest economy, Japan, which most certainly can do it by using robots...However, at a time that Japan is facing unprecedented levels of budget deficit, plans for bold stimulus packages raise further concerns. Japan’s top government spokesmen have in the recent past ruled out the issuance of deficit bonds to fund an economic stimulus package planned for the autumn, hinting at the use of construction bonds for longer-term investments. Let’s hope that shipping, which is an important pillar of the Japanese sourcing capacity receives the support it deserves in the process.
Meanwhile, one of the most paradoxical summers in terms of snp activity is coming to an end, further underlining the illiquidity of the tanker sector and the lack of interest for the container and offshore segments.
Given the lack of finance during all shipping recessions, the redeeming feature of the idiosyncratic shipping investment model is the opportunity it presents during times of high volatility; i.e. based on the basic capital asset pricing (CAP) model used by most investment analysts, which equates volatility with risk, it is this volatility (high risk) and low returns that distinguishes shipping from other investments. In other words, given the lack of finance, it is at times of collapsing earnings that market pundits should recognize the asset value opportunities and move accordingly.
This summer’s paradox on the other hand means that the number of sales in the tanker sector –especially the crude- which has suffered a tremendous blow in earnings is attracting scarce buying interest, whereas the dry bulk sector is finding a strong footing both in healthy volumes of deals transacted and in asset values which are steadily going up despite a rather “zero sum game” earnings timeline. The reasons for such behavior are multiple but recognizing the trend itself is sufficient to make it worth keeping a closer look at any pattern/reaction forming in the near future.
By George Dermatis
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 09 August 16
CS50 COAL INDEX HITS NEW FIFTY-WEEKS HIGH
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 1.78% week over week to averaging $41.85 per ton this past week, shows CS (i) C ...
Tuesday, 09 August 16
HARD COAL PRODUCTION AND WORLD TRADE ON THE DECLINE FOR THE FIRST TIME IN YEARS - VDKI
Hard coal production and world trade on the decline for the first time in years – not a harbinger of a global energy turnaround
Worldwid ...
Tuesday, 09 August 16
BREXIT, BRITANNIA AND THE WAVES - TREVOR CROWE, CLARKSON RESEARCH
This week, the Bank of England put into place its action plan following the UK referendum on 23rd June, which indicated the British population&rsqu ...
Monday, 08 August 16
INDONESIA'S DRAFT MINING LAW HINTS AT FUTURE REGULATORY FRAMEWORK
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
Monday, 08 August 16
THE TURKISH GOVERNMENT HAS IMPOSED A $15 A TON DUTY ON POWER PLANT COAL IMPORTS - MEDIA
COALspot.com: The Turkish government has imposed a US$15 per ton duty on thermal coal imports for use in its power sector.
According to media ...
|
|
|
Showing 2326 to 2330 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Mercuria Energy - Indonesia
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Ministry of Mines - Canada
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Planning Commission, India
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Barasentosa Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Central Java Power - Indonesia
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- PTC India Limited - India
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
|
| |
| |
|
