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.
|
|
Tuesday, 12 May 20
CAN INDONESIA'S COAL INDUSTRY SURVIVE COVID-19? : IEEFA
Pandemic Lockdown and Slumping Prices Put Extreme Pressure on Coal Miners
Executive Summary
While attention has been focused on th ...
Tuesday, 12 May 20
INDIA'S COAL PRODUCTION TO CLOCK RECORD 700 MILLION TONNES IN FY21: COAL SECRETARY - PTI
Coal Secretary Anil Jain said FY20 coal production was lower than the target of 660 million tonnes because of flooding of a key coal mine.
&nbs ...
Monday, 11 May 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Monday, 11 May 20
CORONAVIRUS PUTS MORE THAN A THIRD OF SEABORNE COAL SUPPLY AT RISK - WOOD MACKENZIE
The full impact of the coronavirus outbreak on the global economy is yet unclear. However, the demand destruction is already becoming evident, with ...
Saturday, 09 May 20
ANGLO AMERICAN CONSIDERS SPINNING OFF SOUTH AFRICAN COAL OPERATIONS - REUTERS
Diversified miner Anglo American said on Thursday it prefers unbundling and listing its thermal coal operations in South Africa on the Johannesburg ...
|
|
|
Showing 971 to 975 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Attock Cement Pakistan Limited
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Videocon Industries ltd - India
- White Energy Company Limited
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- Independent Power Producers Association of India
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- VISA Power Limited - India
- Indian Energy Exchange, India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
|
| |
| |
|
