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.
|
|
Monday, 11 June 18
AUSTRALIAN COAL PRICES HIT 6-YEAR HIGH AS ASIA DEMAND SPIKES - REUTERS
Australian thermal coal prices have risen to their highest level since 2012 as hot weather across North Asia spurs buying ahead of the peak summer ...
Monday, 11 June 18
ANALYSING A NEW AGE OF AUTONOMOUS VESSELS - IMO
The International Maritime Organization answers the questions of Government Europa on how the next generation of autonomous vessels can be regulate ...
Friday, 08 June 18
AUSTRALIAN THERMAL COAL PRICES SURGE AS ASIA DEMAND HEATS UP - REUTERS
Australian thermal coal prices have hit their highest level since late 2016 as the market heats up on strong demand across North Asia and China in ...
Wednesday, 06 June 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
As observed last month the price of oil hit its highest level since November 2014 reaching $80 per barrel. Global oil demand growth for 2018 was sl ...
Tuesday, 05 June 18
SOUTH KOREA'S SULPHUR CAP ALTERS ASIAN COAL MARKET DYNAMICS: RUSSELL
South Korea’s imposition of a strict sulphur cap on its imported coal is likely to cause ripples across Asia’s markets for the pollutin ...
|
|
|
Showing 1701 to 1705 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bulk Trading Sa - Switzerland
- Sarangani Energy Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- Interocean Group of Companies - India
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- The University of Queensland
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- MS Steel International - UAE
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kideco Jaya Agung - Indonesia
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
|
| |
| |
|
