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.
|
|
Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
|
|
|
Showing 746 to 750 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Parliament of New Zealand
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- The University of Queensland
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
|
| |
| |
|
