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.
|
|
Wednesday, 09 September 20
MARKET INSIGHT - INTERMODAL
The uneventful summer lull which is coming to an end soon has left its stigma on the newbuilding market, which has already been devastated by the g ...
Saturday, 05 September 20
INDIA WON'T KICK ITS COAL HABIT SO EASILY - HINDU BUSINESS LINE
India has traditionally considered itself lucky to have been endowed with abundant coal reserves, which it has sought to use to meet its energy nee ...
Saturday, 05 September 20
FINANCING COMPLETE FOR 900MW FIFTH PHASE OF MASSIVE DUBAI SOLAR PARK: ARABIAN BUSINESS
Saudi-based ACWA Power on Thursday announced it has completed the signing of all financing agreements for the fifth phase of the Mohammed bin Rashi ...
Saturday, 05 September 20
POLISH COAL DEMAND EXPECTED TO FALL BY 7 MLN TONNES NEXT YEAR: MINISTER - REUTERS
Poland’s demand for coal is expected to fall by around 7 million tonnes next year, or more than 10% of annual hard coal production, after a d ...
Saturday, 05 September 20
PAKISTAN'S NEW 27-YEAR POWER PLAN RISKS LOCKING IN LONG-TERM OVERCAPACITY, LEAVING IMPORTED COAL AND LNG PLANTS STRANDED - IEEFA
Wind and solar, the country’s cheapest source of new generation, also overlooked
Pakistan risks locking itself into building m ...
|
|
|
Showing 791 to 795 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- PTC India Limited - India
- McConnell Dowell - Australia
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- IEA Clean Coal Centre - UK
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- SMC Global Power, Philippines
- Petron Corporation, Philippines
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Planning Commission, India
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
|
| |
| |
|
