We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
Tuesday, 02 January 24
COAL TRADE CONTINUES TO HEAD EAST - BALTIC EXCHANGE
The global coal trade, once concentrated in the Pacific and Atlantic basins, is undergoing a significant transformation, as highlighted in the Inte ...
Tuesday, 02 January 24
COAL CARGOES: AVOIDING EXPLOSION AND SELF-HEATING - GARD
KNOWLEDGE TO ELEVATE
Despite its contribution to greenhouse gas emissions, global coal consumption climbed to an all-time high in 2022 and is ...
Tuesday, 02 January 24
SINOPEC FORECASTS CHINA’S COAL CONSUMPTION TO PEAK AROUND 2025 - REUTERS
China Petrochemical Corp, or Sinopec, expects coal consumption to peak around 2025 at 4.37 billion metric tons, the state energy group said in an o ...
Thursday, 07 December 23
CHINA TO SET UP COAL PRODUCTION RESERVE TO STABILISE PRICES - REUTERS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
|
|
|
Showing 61 to 65 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Marubeni Corporation - India
- Economic Council, Georgia
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- Riau Bara Harum - Indonesia
- The University of Queensland
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Eastern Energy - Thailand
- Planning Commission, India
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
|
| |
| |
|
