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, 16 September 22
WHEN IS A VESSEL'S INCOME EARNING CAPACITY AT RISK? 'CONTROLLED INCOME CAN BE A KEY OF SUCCESS' - MARASCO MARINE
Managing marine risks is not an easy task, which requires special knowledge and expertise on the subject per se. Customarily, big ship management c ...
Friday, 16 September 22
DRY BULK MARKET: EU’S BAN ON RUSSIAN COAL LIFTS DEMAND DESPITE ECONOMIC HEADWINDS - BIMCO
Highlights
– The Baltic Exchange Dry Index (BDI) peaked in late May and has since fallen sharply as lower Chinese demand and adverse glob ...
Friday, 16 September 22
BIMCO EMBARKS ON NEW STANDARD FOR “QUIET ENJOYMENT”
KNOWLEDGE TO ELEVATE
A newly set-up BIMCO drafting team involving a cross-section of shipowners, charterers, financing and leasing i ...
Friday, 16 September 22
INDIAN COAL PRODUCTION TO RISE 150 PER CENT IN 10 YEARS: CENTRE - EXPRESS NEWS SERVICE
The Union Ministry of Mines is expecting 150 per cent growth in coal production 10 years down the line as a result of coal reforms that had been us ...
Thursday, 15 September 22
MARKET INSIGHT - INTERMODAL
While the Organization of Petroleum Exporting Countries and its allies agreed on a 100,000 b/d output cut last week, oil flows are in the spotlight ...
|
|
|
Showing 236 to 240 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Planning Commission, India
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Standard Chartered Bank - UAE
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
|
| |
| |
|
