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, 22 November 17
CHINA CONSUMES MORE THAN TWO-THIRDS OF THE GLOBAL SEABORNE IRON ORE MARKET; PRODUCES AS MUCH STEEL AS THE REST OF THE WORLD COMBINED - CHRISTOPHER T. WHITTY
China consumes more than two-thirds of the global seaborne iron ore market and at the same time produces as much steel as the rest of the world com ...
Monday, 20 November 17
INDONESIAN COAL BENCHMARK PRICE SURGES 0.86% TO $94.80 A TON, GOVERNMENT DATA SHOWS
COALspot.com: Indonesian coal benchmark price surges 0.86% in November compared to declared price in October, the latest ministerial decree showed. ...
Friday, 17 November 17
U.S. PRODUCED 678.8 MMST OF COAL YEAR TO DATE; 9% UP Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.8 million short ton ...
Thursday, 16 November 17
PANAMAX ACTIVITIES HAVE SLOWED DOWN QUITE SUBSTANTIALLY THE LAST WEEK - FEARNLEYS
Supramax
Another week with rates easing over all the Supra routes within Atlantic.
Front hauls from USG got payed around 21-22k daily and ul ...
Thursday, 16 November 17
KOMIPO INVITED BIDS FOR 3.9 MILLION TONS OF 5700 NAR AND 5400 NAR COAL FOR 2018 - 2020 DELIVERY
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 3,900,000 Metric Tons of min. 570 ...
|
|
|
Showing 1871 to 1875 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- The University of Queensland
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Siam City Cement - Thailand
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Wilmar Investment Holdings
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
|
| |
| |
|
