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.
|
|
Saturday, 24 February 18
CHINA BECOMES WORLD'S SECOND LARGEST LNG IMPORTER, BEHIND JAPAN - EIA
China surpassed South Korea to become the world’s second-largest importer of liquefied natural gas (LNG) in 2017, according to data from IHS ...
Friday, 23 February 18
ESTIMATED U.S. WEEKLY COAL PRODUCTION UP 2.8 PER CENT W/E 17 FEB' 18 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tons ...
Thursday, 22 February 18
WHY THE COMMODITY RALLY WILL GET BACK ON TRACK - SIMON FLOWERS
Implications for the US dollar and producers
Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the ...
Thursday, 22 February 18
PANAMAX: IT HAS BEEN A SLOW AND UNEVENTFUL WEEK - FEARNLEYS
Supramax
Slight improvement from Atlantic with more hope for upcoming weeks. More grain cargoes from Black Sea made fhaul rates better again $17- ...
Wednesday, 21 February 18
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
2017 proved to be a relatively good year with positive margins for the Dry Bulk market. Especially during the last quarter of the year everyone can ...
|
|
|
Showing 1796 to 1800 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Kobexindo Tractors - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Planning Commission, India
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- ASAPP Information Group - India
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
|
| |
| |
|
