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, 29 November 17
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
In line with most expectations for the end of this month, during the past days the Dry Bulk market realized a significant rebound that sent the BDI ...
Tuesday, 28 November 17
THE DRY BULK MARKET HAS SHOWN A REMARKABLE RECOVERY THIS YEAR - GEORGE LAZARIDIS
The Dry Bulk market has shown a remarkable recovery this year with the average earnings having increased by around 63% this year so far compared to ...
Friday, 24 November 17
U.S. PRODUCED 14.9 MMST FOR THE WEEK ENDING NOV 18; UP 0.9% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Thursday, 23 November 17
PANAMAX: ANOTHER SLOW AND UNEVENTFUL WEEK; DECREASING FREIGHT RATES IN BOTH HEMISPHERES - FEARNLEYS
Supramax
A quiet start to the week. USG closed last week a bit tighter, and continued into the new week on a positive tone with little concluded, ...
Wednesday, 22 November 17
THERMAL COAL WAS FLAT AMID CONCERNS OF FURTHER GOVERNMENT INTERVENTION IN CHINA, SAYS DANIEL HYNES
Coal prices were mixed. Thermal coal was flat amid concerns of further government intervention in China, said Daniel Hynes Senior Commodity Strateg ...
|
|
|
Showing 1866 to 1870 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Marubeni Corporation - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Australian Coal Association
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Planning Commission, India
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Savvy Resources Ltd - HongKong
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- PTC India Limited - India
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
|
| |
| |
|
