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, 04 November 22
CHINA EXPANDS COAL TERM CONTRACTS TO ALL MINES TO STABILIZE MARKET - REUTERS
China has expanded long-term thermal coal supply contracts for 2023 to all coal mines and asked power utilities to source more of their demand thro ...
Thursday, 03 November 22
HANDYSIZE VALUES MOVING UP IN OCTOBER, WHILE LNG VALUES SKYROCKET - VESSELSVALUE
Handysize values have increased this month across most ages, following a period of decline. Values for generic 10 year old Handysizes have moved up ...
Thursday, 03 November 22
EUROPEAN GAS SUPPLY SURPLUS, NOVEMBER HBA DOWN TO US$ 308.2 PER TON - ESDM
European gas supply conditions have a major influence in determining fluctuations in the Reference Coal Price (HBA). The November 2022 HBA recorded ...
Wednesday, 02 November 22
MARKET INSIGHT - INTERMODAL
Only five weeks before western sanctions’ full effect, uncertainty over energy has markets and governments on the edge. What was initially th ...
Tuesday, 01 November 22
CHINA COAL TRADE DISRUPTED BY COVID OUTBREAKS AS WINTER LOOMS - REUTERS
China’s strict COVID-19 policy is constraining coal supplies and pushing up prices, industry officials and traders say, just weeks before the ...
|
|
|
Showing 196 to 200 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Planning Commission, India
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- The University of Queensland
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
|
| |
| |
|
