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, 10 July 19
KOREA SOUTH-EAST POWER INVITES BIDS FOR HCV AND LCV COAL FOR AUGUST 2019 LOADING
COALspot.com: South Korea’s Korea South-East Power Co., Ltd. (KOEN) has issued an international tender for total 460,000 to 500,000 Metric To ...
Wednesday, 10 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
In contrast with the general expectations for the dry bulk market, the sector was not positive or even stable during the past 6 months. The warning ...
Monday, 08 July 19
INDONESIAN COAL PRICE REFERENCE POSTS BIGGEST MONTHLY LOSS SINCE JANUARY 2017
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 08 July 19
ULTRAMAX: A 52,000-TONNER OPEN CJK FIXED FOR A TRIP VIA INDONESIA WITH RE-DELIVERY CHINA AT $6,100 - BALTIC BRIEFING
Capesize
The Capesize market surged over the past week, reaching highs not seen since August last year. Widespread activity in both basins saw ...
Wednesday, 03 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
The global shipping industry is facing numerous challenges at a time when geopolitical turmoil has escalated in view of the recent tension in the M ...
|
|
|
Showing 1366 to 1370 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Minerals Council of Australia
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- ASAPP Information Group - India
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Planning Commission, India
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Australian Coal Association
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Commonwealth Bank - Australia
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
|
| |
| |
|
