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, 09 November 15
INDIAN THERMAL COAL IMPORTS SURGED 18%; COKING COAL 6.31% DURING APRIL-OCTOBER: BUSINESS-STANDARD
Indian thermal coal imports surged 18% at the country's top 12 major ports to 55.90 million tonnes (MT) in the first seven months of the curren ...
Sunday, 08 November 15
THE FREIGHT MARKET KEEP DROPPING THIS WEEK - VISTAAR
COALspot.com: The freight market keep dropping this week.
The BDI down 12.48 percent week on week and closed at 631 points on 6 November 2015. ...
Sunday, 08 November 15
CAPESIZE FREIGHT RATES IN AUSTRALIA-CHINA ROUTES OVER 50% CHEAPER THAN BRAZIL-CHINA ROUTE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
China’s mining and steel industries are facing tectonic shifts over the past couple of years, with the country’s limiting of coal use, ...
Friday, 06 November 15
COAL PRODUCTION IN THE U.S. FELL SHARPLY FOR THE WEEK ENDING OCTOBER 31
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 16.6 million shor ...
Thursday, 05 November 15
Q2'16 INDO THERMAL COAL SWAP CONTRACT FOB INDONESIA FALLS TO $39.90/T
COALspot.com: Indonesian coal swap for delivery Q4 2015 declined month on month and week over week. Price of coal seen no improvements this past we ...
|
|
|
Showing 2726 to 2730 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- The University of Queensland
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Posco Energy - South Korea
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
|
| |
| |
|
