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, 08 December 15
HOW TO MITIGATE LEGAL RISKS WHEN PURCHASING BUNKERS - LESSONS LEARNED FROM THE OW BUNKER COLLAPSE - THE SWEDISH CLUB
KNOWLEDGE TO ELEVATE
About a year has passed since OW Bunker & Trading A/S filed for bankruptcy. The collapse shows that there are signifi ...
Monday, 07 December 15
5000 GAR CS (I) COAL INDEX REMAIN THE SAME OVER LAST WEEK
COALspot.com: The 5000 GAR CS (i) coal index remain the same over last week.
According to the CS (i) coal (system generated) index, the CS 50 ...
Monday, 07 December 15
COAL DEMAND IN 2016 FAILS TO SUPPORT PRICES; CFR SOUTH CHINA COAL SWAPS SEEN AT $US 42 A TON
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery declined US$ 1.70 (3.88%) per ton month over month.
A commodity swap ...
Sunday, 06 December 15
THE BDI DECLINED BY 3.09 PERCENT TO 563 POINTS ON 4 DECEMBER
COALspot.com: The BDI declined by 3.09 percent to 563 points on 4 December 2015.
The Cape index was also declined by 10.01 percent to 890 poin ...
Sunday, 06 December 15
DRY BULK MARKET ON REVERSE MODE, SET TO BREAK NEW ALL-TIME LOWS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has been the negative “star” of the shipping industry for quite some time. In fact if it wasn’t for the boomi ...
|
|
|
Showing 2666 to 2670 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- CNBM International Corporation - China
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Eastern Energy - Thailand
- Medco Energi Mining Internasional
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
|
| |
| |
|