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, 08 January 19
GLOBAL TRADE GROWTH EXPECTED TO REMAIN AT HEALTHY IN 2019 - ALLIED
2019 is here and we find ourselves with new challenges for the shipping industry and the global economy as whole, with market prospects being neith ...
Monday, 07 January 19
THE NEWCASTLE BENCHMARK SPOT PRICE IS FORECAST TO DECLINE FROM AN ESTIMATED AVERAGE OF US$105 A TONNE IN 2018 TO US$74 A TONNE IN 2020 - DEPARTMENT OF INDUSTRY, AUSTRALIA
• The Newcastle benchmark spot price is forecast to decline from an estimated average of US$105 a tonne in 2018 to US$74 a tonne in 2020, prim ...
Monday, 07 January 19
INDONESIAN GOVERNMENT DECLARED COAL BENCHMARK PRICE FALLS FOR FIFTH STRAIGHT MONTH IN JANUARY 2019; LOWEST SINCE JUNE 2018
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, 07 January 19
RUSSIA'S COAL PRODUCTION UP 5.9% TO 433.4 MLN TONNES IN 2018 - TASS
Coal production in Russia in 2018 increased by 5.9% year-on-year to 433.4 mln tonnes, according to the Central Dispatching Department of Fuel Energ ...
Friday, 04 January 19
FOCUS IS ON BOOSTING COAL PRODUCTION: INDIAN COAL MINISTER
The current focus of the government is on boosting production from operational coal mines, according to Minister for Coal, Piyush Goyal.
...
|
|
|
Showing 1501 to 1505 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- Ministry of Mines - Canada
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Agrawal Coal Company - India
|
| |
| |
|
