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, 24 June 20
MARKET INSIGHT - INTERMODAL
The World Bank estimates that the global economy will fall by 5.2% this year, underlining that the Covid-19 pandemic has had rapid and massive cons ...
Tuesday, 23 June 20
COVID-19 COULD CAUSE A BOOM IN COAL POWER - RYSTAD ENERGY | OILPRICE
COVID-19 has not only impacted the energy industry’s revenues but also its infrastructure development.
The delay of new natural gas ...
Tuesday, 23 June 20
CHINA'S COAL OUTPUT UP 0.9 PCT IN JANUARY-MAY: XINHUA
Output of raw coal in China rose 0.9 percent year on year to 1.47 billion tonnes in the first five months of this year, official data showed.
& ...
Monday, 22 June 20
KAMSARMAX TYPES REGULARLY HIT THE $9,000 PER DAY LEVEL FOR INDONESIAN COAL RUN TO CHINA, BALTIC BRIEFING SAYS
Capesize
The Capesize market trajectory this week has been one of the steepest rallies the sector has experienced. Opening at $12,410, the sect ...
Saturday, 20 June 20
WORLD OIL DEMAND IS PROJECTED TO DECREASE BY 9.1 MB/D IN 2020 - OPEC
Crude Oil Price Movements
Spot crude oil prices rebounded in May from low levels registered a month earlier, as physical market fundamentals im ...
|
|
|
Showing 896 to 900 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- MS Steel International - UAE
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- The University of Queensland
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Baramulti Group, Indonesia
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Central Electricity Authority - India
- Electricity Generating Authority of Thailand
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
|
| |
| |
|
