We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
 It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticipated deal between the two countries, everyone in the shipping industry is currently trying to assess the impact in the different shipping sectors.
The first phase of the agreement signed last week reduces tariffs but only for a percentage of imports, with the majority of the imported and exported goods from either country retaining the previously imposed tariffs at the same levels. US exports of agricultural cargoes, crude oil, LNG, and refined products are set for an increase in the next two years given that the agreed figures will be imported by China.
It will take some time before we can quantify the benefits this agreement will have in the dry bulk market, while with the Chinese New Year festivities just around the corner, owners seem to be focusing more on when the market will manage to shake off the negative sentiment of late and less on the longer term effects of this agreement.
Given the lows we have been seeing lately, it is only logical to anticipate a stronger or at least substantially improved market closer to the end of the first half. This could support sale and purchase activity at the moment given that Buyers being optimistic about the later part of the year could possibly take advantage of the softer sentiment that is currently prevailing.
On the tanker side it seems that healthy rates will most probably prevail in 2020 as despite the very recent downward corrections, earnings remain at very healthy levels. This coupled with the fact that there are fewer ships in the market for sale compared to a while ago, could help asset prices maintain their levels and even firm in case the freight market enjoys additional impressive spikes in the future.
At the moment crude carrier ships are viewed by some investors expensive, especially those older than 12 years, with certain buyers feeling that a correction is now long due. The truth is that there is not much substance that a correction will indeed come though. As a matter of fact there is more evidence as well as positive sentiment that the rates will stay strong. This eventually will drive asset prices higher with owners hesitant to buy earlier on, eventually rushing in to catch up with the upward momentum additionally inflating prices as a result.
It is very early to make any solid assumptions as to what 2020 will turn out to be, but it must be the first time in a long time that the picture is brighter than dark and the industry seems to be ready for it more than ever.
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
|
|
|
Showing 51 to 55 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Heidelberg Cement - Germany
- Indian Energy Exchange, India
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- PTC India Limited - India
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- Jindal Steel & Power Ltd - India
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- Planning Commission, India
- Romanian Commodities Exchange
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- London Commodity Brokers - England
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
|
| |
| |
|
