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.
|
|
Tuesday, 28 June 16
WEEKLY CS COAL INDICES ROSE ON RENEWED DEMAND FROM CHINA
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up by 0.66 percent week over week to averaging $39.65 per ton this past week, sh ...
Tuesday, 28 June 16
CHINA'S IRON ORE IMPORTS: HOW MUCH MORE WORK FOR CAPES? - CLARKSONS
Chinese iron ore imports account for around two thirds of global seaborne iron ore shipments, making it the key driver of Capesize employment. Whil ...
Monday, 27 June 16
LATEST NEWS ON BIMCO'S CONTRACTS AND CLAUSES
BIMCO is currently updating several of its most widely used charter parties including SUPPLYTIME and BARECON. New developments include the Standard ...
Monday, 27 June 16
BREXIT RESULT COULD SEE UK FACING AN EXODUS OF MARITIME TALENT - FASTSTREAM
The UK’s decision to leave the EU has the potential to drive many of its maritime employees away, according to the results of a survey issued ...
Monday, 27 June 16
THE BDI UP 3.75 PERCENT ; BCI FELL 1.51% WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 3.75 percent from las ...
|
|
|
Showing 2381 to 2385 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Georgia Ports Authority, United States
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parry Sugars Refinery, India
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
|
| |
| |
|
