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, 16 December 15
MARKET INSIGHT - KATERINA RESTIS
On Friday 4th of December the meeting of OPEC was held in Vienna, Austria. Since its last meeting, oil and product stock levels have continued to r ...
Tuesday, 15 December 15
THE GOVERNMENT DECLARED THERMAL COAL BENCHMARK PRICE CRASHING ONCE AGAIN
COALspot.com: Low coal demand and excess supplies sent Indonesian benchmark coal price down to below 2009 level. HBA has slumped by 1.69% mo ...
Tuesday, 15 December 15
API 5 FOB NEWCASTLE COAL SWAP FIRM W-W; WEAK M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q1’ 2016 delivery slid $.13 per ton (0.35%) month over month to US$ 37.07 per ton. The swap w ...
Monday, 14 December 15
5000 GAR CS (I) COAL INDEX DECLINE US$ 0.04 PER TON W-O-W
COALspot.com: The 5000 GAR CS (i) coal index decline US$ 0.04 per ton (-0.10 %) week over week.
According to the CS (i) coal (system generated ...
Monday, 14 December 15
CFR SOUTH CHINA COAL SWAP IS STILL SLIDING
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery declined US$ 0.93(2.18%) per ton month over month.
A commodity swap ...
|
|
|
Showing 2651 to 2655 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Marubeni Corporation - India
|
| |
| |
|
