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, 13 November 15
DRY BULK, IT IS HARD TO MAINTAIN AN OPTIMISTIC VIEW FOR THE NEXT COUPLE OF MONTHS - INTERMODAL
COALspot.com: The dry bulk owners looking for cover remained under pressure for size segments across the board. With Capes closing off the week as ...
Friday, 13 November 15
WEEKLY US COAL PRODUCTION DECLINES TO 16.5 MMST; SLIDE 14.9% Y-Y: EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 16.5 million shor ...
Thursday, 12 November 15
FOREIGN COAL MINE ACQUISITION - STRATEGY VERSUS OPPORTUNITY FOR INDIAN UTILITIES - DIPESH DIPU
The acquisition market for thermal coal assets abroad is dull. Sellers of all hues are in the market; some are actively scouting for buyers while o ...
Thursday, 12 November 15
PORT OF NEWCASTLE'S COAL EXPORT VOLUME UP IN OCTOBER 2015
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $1.254 billio ...
Wednesday, 11 November 15
Q3' 16 RICHARDS BAY COAL SWAP LOST 15.47% SINCE 6 AUGUST; 18.65% SINCE 6 MAY
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q1’ 2016 declined week over week and month over month.
The Q1’ 2016 &nb ...
|
|
|
Showing 2716 to 2720 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Trasteel International SA, Italy
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Karaikal Port Pvt Ltd - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Xindia Steels Limited - India
- White Energy Company Limited
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
|
| |
| |
|
