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, 06 August 19
SHIPPING MARKET INSIGHT - INTERMODAL
On the 12th of May four tankers were attacked near the coast of Fujairah. The tankers hit were waiving international flags such as that of No ...
Monday, 05 August 19
SUPRAMAX: COAL FROM INDONESIA TO CHINA PAID AT MID $8,000S ON A 57,000-TONNER DELIVERY SOUTH CHINA - BALTIC BRIEFING
Capesize
Having hit a high of $32,963 early last week, the Capesize 5TC now stands at $25,749. This is over 20% of its value lost in 10 days. C ...
Thursday, 01 August 19
PANAMAX: THE SENTIMENT IN THE MARKET IS STILL POSITIVE FOR THE LONGER TERM - FEARNLEYS
Capesize
Two weeks ago the 5TC index was at 33,000 USD pd. Since then it has fallen off a bit and has stayed around 27,000 USD pd the last week ...
Thursday, 01 August 19
INDIKA ENERGY REVENUES DECLINE DUE TO LOW COAL PRICES
One of the largest Indonesian integrated energy companies PT Indika Energy Tbk posted revenues of US $ 1,380.4 million, down 4.6% compared to US $ ...
Wednesday, 31 July 19
INDIA'S 2019 THERMAL COAL IMPORTS SEEN AT 180-185 MLN T - WOODMAC
India is expected to import 180-185 million tonnes of thermal coal in 2019, said Dale Hazelton, head of thermal coal at consultancy Wood Mackenzie. ...
|
|
|
Showing 1351 to 1355 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- The University of Queensland
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Makarim & Taira - Indonesia
- Vedanta Resources Plc - India
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Minerals Council of Australia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- White Energy Company Limited
- Economic Council, Georgia
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Bhushan Steel Limited - India
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
|
| |
| |
|
