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, 24 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.28 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.74 points Monday, down 0.28 percent week on week.
The index, released by Chi ...
Monday, 23 March 20
CHARTERPARTY REQUIREMENTS TO NOTIFY CLAIMS - TAKE CARE! - WFW
KNOWLEDGE TO ELEVATE
Voyage charterparties frequently require the owner to notify any claim with supporting documents within a relatively shor ...
Monday, 23 March 20
COAL INDIA LIMITED'S ONE-DAY OUTPUT PEAKS AT 3.17 MT - THE HINDU
Coal India Limited (CIL) output peaked at a new high of 3.17 million tonnes (MT) on March 20, overtaking the 3.14 MT production recorded on March 2 ...
Monday, 23 March 20
KOMIPO INVITED BIDS FOR 1.45 MILLION TONS OF COAL FOR JUNE & JULY 2020 LOADING
COALspot.com: Korea Midland Power Co.,Ltd (KOMIPO), on behalf of five Korean Gencos, has issued an international tender for total 1,450,000 MT (&pl ...
Saturday, 21 March 20
PANAMAX: 82,000DWT SHIP AGREED $4,250 FOR A COAL TRIP VIA INDONESIA REDELIVERY SOUTH CHINA - BALTIC BRIEFING
Capesize
The Capesize market made some headway this past week despite being buffeted by the global pandemic storm. With the market in a constan ...
|
|
|
Showing 1051 to 1055 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Lanco Infratech Ltd - India
- PTC India Limited - India
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- White Energy Company Limited
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Chettinad Cement Corporation Ltd - India
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Economic Council, Georgia
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
|
| |
| |
|
