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.
|
|
Wednesday, 13 July 16
EIA FORECASTS U.S. COAL EXPORTS TO DECLINE BY 15 MMST IN 2016 AND BY 4 MMST IN 2017
COALspot.com: U.S. coal production in June was 57 million short tons (MMst), a 6 MMst (13%) increase from May and 9 MMst (14%) lower than in June 2 ...
Wednesday, 13 July 16
2015 VS. 2016; THE DRY BULK DEMOLITION DERBY - JOHN N. COTZIAS
In the first half of the year 373 Bulkers and General Cargo ships were scrapped representing 23.8mil tons of dwt carrying capacity.
Comparing ...
Tuesday, 12 July 16
DUE TO LONG HOLIDAYS, CS COAL INDICES HELD AT THE SAME LEVEL OF THE PREVIOUS WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin was flat week over week to averaging $39.98 per ton this past week.
Due to the ...
Monday, 11 July 16
COAL MARKETS SAW IMPROVED PRICES IN H1 2016 - SGX'S COMMODITIES MID-YEAR REFLECTION
COALspot.com: Coal
Coal markets saw improved prices in H1 2016 with the benchmark coking coal and thermal coal spot prices rising 18% and 25%, re ...
Monday, 11 July 16
THE MAIN SEA FREIGHT INDEX, BDI ROSE FURTHER ON 8 JULY DUE TO STRONG DEMAND FOR PANAMAX SHIPS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 3.84 percent from las ...
|
|
|
Showing 2361 to 2365 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- VISA Power Limited - India
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Economic Council, Georgia
- Minerals Council of Australia
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
|
| |
| |
|
