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, 07 October 15
SHIPPING MARKET INSIGHT - INTERMODAL
Sale and Purchase activity during the first three quarters of 2015 and more specifically during the summer season has been rather remarkable. 421 v ...
Wednesday, 07 October 15
INDONESIA COAL SWAPS HAVE CONTINUED TO DECLINE, FALLING ALMOST 7% M-M
COALspot.com: Indonesian coal swap for delivery Q4 2015 declined month on month and week over week.
The Q4 swap declined $ 2.23 (-5.51%) per t ...
Tuesday, 06 October 15
THE IMPACT OF LOW OIL PRICE ON THE SHIPPING INDUSTRY - LITERATED
The fall in global oil prices over the last one year has been beneficial to the shipping industry. The demand for oil tankers has picked up and the ...
Tuesday, 06 October 15
FOB RICHARDS BAY COAL SWAPS PLUNGE MORE THAN 6 PER CENT M-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q4' 2015 declined week over week and month over month.
The Q4 swap was down US$ ...
Monday, 05 October 15
Q1 & Q2 2016 DELIVERY SWAPS DECLINED M-M AND W-W THIS PAST WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery decreased $0.36 per ton (0.85%) month over month to US$ 42.12 per ton. The ...
|
|
|
Showing 2781 to 2785 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- MS Steel International - UAE
- Economic Council, Georgia
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Posco Energy - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Sidhee Cement - India
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Australian Coal Association
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- PTC India Limited - India
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Planning Commission, India
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
|
| |
| |
|
