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.
|
|
Friday, 18 November 22
REALITIES OF LOI LIABILITIES - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
The cargo misdelivery claim in Trafigura Maritime Logistics Pte Ltd v. Clearlake Shipping Pte Ltd (Miracle Hope) [2022] E ...
Tuesday, 15 November 22
CHINA SEES RISING COAL STORAGE AMID SUPPLY PUSH - XINHUA
Coal stockpiles at China’s power plants have seen considerable increases, ensuring energy supply for the winter, the country’s energy r ...
Tuesday, 15 November 22
SEABORNE THERMAL COAL PRICES START TO EASE, BUT PROCESS IS UNEVEN - REUTERS
Prices for seaborne thermal coal have started to drop as fears of a winter energy crunch ease, but the rate of decline has varied across the differ ...
Thursday, 10 November 22
INDIA: THERMAL PLANTS HAVE ADEQUATE COAL STOCKS AT 25.6 MILLION TONNES, SAYS GOVT - IANS
The coal stock with domestic dry fuel-based power plants, as on October 31, was 25.6 million tonnes, the government said, adding that the availabil ...
Tuesday, 08 November 22
OUTLOOK ON CHINA’S WEAKENED BASIC MATERIALS SECTOR CLOUDED BY POLICY SWINGS - FITCH RATINGS
Fitch Ratings expects basic materials demand in China to improve qoq in 4Q22, driven by seasonally higher construction activity, solid infrastructu ...
|
|
|
Showing 191 to 195 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Economic Council, Georgia
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Ministry of Mines - Canada
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Planning Commission, India
- Minerals Council of Australia
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
|
| |
| |
|
