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, 21 August 20
BHP COMMITS TO SELLING ITS THERMAL COALMINES WITHIN TWO YEARS - THE GUARDIAN
Move follows pressure from investors but company stops short of full exit from coalmining
BHP has announced it plans to sell off its ...
Thursday, 20 August 20
MINER BHP CONFIRMS PLANS TO EXIT THERMAL COAL SECTOR - THE SYDNEY MORNING HERALD
The head of mining giant BHP has laid out plans for a reshaping of its global operations by seeking to quit thermal coal mining, offload some cokin ...
Thursday, 20 August 20
LONDON RETAINS ARBITER CROWN - BALTIC EXCHANGE | HFW
Fears that the UK’s decision to leave the European Union would dent the reputation of the nation’s capital as the leader in maritime ar ...
Wednesday, 19 August 20
U.S. COAL STOCKPILES STEADILY INCREASE AFTER REACHING LOWEST LEVEL IN A DECADE IN 2019 - EIA
After reaching their lowest level in more than a decade in March 2019, U.S. coal stockpiles steadily increased to 152 million tons in April 2020, r ...
Wednesday, 19 August 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.26 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.92 points Monday, down 0.26 percent week on week.
The index, released by Chi ...
|
|
|
Showing 821 to 825 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
|
| |
| |
|
