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, 23 September 22
CHINA DIGS DEEP TO RAISE COAL OUTPUT TO RECORD HIGH - REUTERS
China’s coal production has surged this year as the government seeks to improve energy security by reducing dependence on imports and amassin ...
Friday, 23 September 22
EUROPEAN STEEL BUYERS SEEK DIRECTION IN VOLATILE MARKET - MEPS INTERNATIONAL
Demand for steel is slow to recover, after the summer break. Mill production costs continue to increase. Steel purchasers are uncertain about the f ...
Friday, 23 September 22
BUOYANT COAL INDUSTRY SEEKS WAYS TO STAY IN THE LONG-TERM ENERGY MIX - REUTERS
There’s no doubt that the global coal industry has been a major beneficiary of Russia’s invasion of Ukraine and the subsequent energy c ...
Friday, 23 September 22
MARKET INSIGHT - INTERMODAL
In view of the forthcoming winter, Europe is trying to escape from its energy (oil & gas) dependency from Russia to ensure energy abundance eve ...
Tuesday, 20 September 22
CHINA'S DAILY COAL OUTPUT HITS 3-MONTH LOW IN AUGUST ON RAINS, COVID CURBS - REUTERS
China’s daily coal output in August slipped to a three-month low as some mines in its biggest coal mining regions reduced operations or even ...
|
|
|
Showing 226 to 230 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- Australian Coal Association
- Sical Logistics Limited - India
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- Merrill Lynch Commodities Europe
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- Planning Commission, India
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
|
| |
| |
|
