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.
|
|
Monday, 16 November 15
KOMIPO INVITES BIDS FOR 1.295 MILLION TONS OF BITUMINOUS COAL FOR Q1 - Q2'16
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender for 1,295,000 Metric Tons (MT) of minimum 4,600 kc ...
Monday, 16 November 15
SOUTH CHINA COAL SWAPS DECLINE CONTINUES THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q1’ 2016 delivery declined US$ 6.05 (12.59%) per ton month over month.
A commodity swa ...
Monday, 16 November 15
CLARKSEA INDEX COMPETITION: IS IT ALL IN THE TIMING? - CLARKSONS
Readers of the Shipping Intelligence Weekly are invited each year to predict the value of the ClarkSea Index one year ahead in the first week of No ...
Monday, 16 November 15
DRY BULK MARKET: Q1' 2016 SHAPING UP TO BE A ' DISASTROUS' ONE OF PROJECTED LOWER IRON ORE IMPORTS FROM CHINA
Over the course of the past year or so, it’s been the drop of coal imports from China, which has had a detrimental effect on the course of dr ...
Friday, 13 November 15
WEAK CHINA POWER DEMAND DAMPENS COAL CONSUMPTION - FITCH
The weak growth in China's electricity consumption in 2015, together with increasing non-thermal power generation capacity are exerting more pr ...
|
|
|
Showing 2711 to 2715 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- Directorate Of Revenue Intelligence - India
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- SMG Consultants - Indonesia
- White Energy Company Limited
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Economic Council, Georgia
- GMR Energy Limited - India
- Barasentosa Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Planning Commission, India
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
|
| |
| |
|
