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, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in i ...
|
|
|
Showing 1671 to 1675 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- VISA Power Limited - India
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- Altura Mining Limited, Indonesia
- The University of Queensland
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
|
| |
| |
|
