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, 03 February 17
U.S. WEEKLY COAL PRODUCTION DECLINED 3.9% W/W; ROSE 17.7% Y/Y
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 03 February 17
US - EXECUTIVE ORDER ON IMMIGRATION AFFECTS VESSEL CREWS - GARD
From 27 January 2017, crew members carrying Iraqi, Syrian, Sudanese, Iranian, Somalian, Libyan or Yemeni passports are temporarily barred from ente ...
Wednesday, 01 February 17
MARKET INSIGHT - PANOS TSILINGIRIS
The recent placement of LOIs for 208kdwt Newcastlemax Newbuildings at $38.5m at Private Chinese Yard identifies with the modern history low for dry ...
Tuesday, 31 January 17
A CASE OF NEW YEAR BLUES FOR THE FAR EAST? - GEORGE LAZARIDIS
Unlike the typical lull in the market that we note during the period just prior to the Chinese New Year, 2017 has proved to be fairly m ...
Monday, 30 January 17
DUE TO LUNAR YEAR HOLIDAYS, THE FREIGHT MARKET STAYED WEAK
COALspot.com: Due to Lunar year holidays and celebration, the Freight market was down in all segments this past week.
The Baltic Exchange, tra ...
|
|
|
Showing 2136 to 2140 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- SN Aboitiz Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Standard Chartered Bank - UAE
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
|
| |
| |
|
