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.
|
|
Friday, 02 August 24
COAL MARKET DEVELOPMENTS: FALLING PRICES AMID RECORD-HIGH OUTPUT - WORLD BANK
Coal prices inched up in May (m/m) following an 8 percent decline in 2024Q1. The Australian and South African benchmarks have plummeted more ...
Friday, 26 July 24
FUELEU MARITME IS COMING. IS YOUR CHARTERPARTY READY? - GARD
With less than six months to implementation of FuelEU Maritime in EU and EEA trades, there has been little published advice regarding how to alloca ...
Thursday, 04 July 24
INDIA'S COAL PRODUCTION RISES 14% IN JUNE - PTI
The country’s coal production rose by 14.49% to 84.63 million tonne (MT) in June. The country’s coal output was 73.92 MT in June last f ...
Tuesday, 02 July 24
NTPC CAPTIVE COAL OUTPUT GROWS 15% IN Q1; DESPATCH RISES 17%
State-owned NTPC on Monday reported a 15 per cent year-on-year increase in the production of coal from captives mines to 9.862 metric million tonne ...
Friday, 28 June 24
KOSPO INVITED BIDS FOR 400,000 MT OF MINIMUM 4000 NCV COAL FOR FIVE YEARS
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for total 400,000 MT of Low Calorific Value Coal for 5 years starting from July 2024 until ...
|
|
|
Showing 6 to 10 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- White Energy Company Limited
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- India Bulls Power Limited - India
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- Singapore Mercantile Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Toyota Tsusho Corporation, Japan
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
|
| |
| |
|
