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, 30 June 17
U.S. WEEKLY COAL OUTPUT SLIGHTLY DOWN
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tonn ...
Wednesday, 28 June 17
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
From the beginning of the year until now SnP activity has changed significantly. To put things into perspective, after a fast and furious q1 on the ...
Monday, 26 June 17
PANAMAX/KAMARMAXES HAD A STRONG WEEK WITH RATES RISING IN MOST AREAS OF THE MARKET - BALTICEXCHANGE
Capesize
A dark cloud appeared to have descended over the market for the big ships with rates continuing to slide in all areas. There was a repor ...
Friday, 23 June 17
U.S. WEEKLY COAL PRODUCTION TOTALED APPROXIMATELY 15.8 MMST; UP 1.8% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.8 million short tonn ...
Wednesday, 21 June 17
MARKET INSIGHT - SHIPPING
Looking back at March and April shipping reports when the dry bulk indexes were starting to move up, a number of shipping analysts were stating tha ...
|
|
|
Showing 2016 to 2020 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- ICICI Bank Limited - India
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- The Treasury - Australian Government
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- White Energy Company Limited
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- The University of Queensland
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Larsen & Toubro Limited - India
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
|
| |
| |
|
