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.
|
|
Monday, 24 April 17
THE FREIGHT MARKET WAS DOWN WEEK OVER WEEK EXCEPT FOR HANDYSIZE SEGMENT
COALspot.com: The Freight market was fell, week over a week as all segments show a negative downward trend except Handy Size segment this past week ...
Friday, 21 April 17
US WEEKLY COAL OUTPUT ON THE UP, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Thursday, 20 April 17
SHIPPING POOLS: DON'T JUST DIVE IN - MOORE STEPHENS
Shipping pools can be an attractive option for ship owners and operators, particularly in difficult markets and during periods of economic uncertai ...
Thursday, 20 April 17
THE DRY BULK MARKET IS STILL ON ITS UPWARD MOMENTUM - ALLIED SHIPPING
Having gone through the first quarter of the year and with the Easter break having no come and gone, it seems as though the dry bulk market is stil ...
Thursday, 20 April 17
CHINA'S IMPORT OF IRON ORE TO PROPEL DRY BULK SHIPPING DEMAND IN 2017 - PETER SAND
China's import of iron ore will continue to be a key driver for the demand growth in 2017 for the dry bulk shipping industry, alongside shippin ...
|
|
|
Showing 2066 to 2070 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- GAC Shipping (India) Pvt Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Videocon Industries ltd - India
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Australian Coal Association
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Planning Commission, India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Standard Chartered Bank - UAE
|
| |
| |
|
