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, 22 September 15
1Q16 FOB INDONESIA COAL SWAP DECLINED 6.49 PER CENT M-M
COALspot.com: Indonesian coal swap for delivery 4Q 2015 declined month on month and week over week.
The 4Q swap declined $ 2.29 (-5.42%) per t ...
Tuesday, 22 September 15
FOB RICHARDS BAY COAL SWAPS FALL CONTINUES
COALspot.com: API4 FOB Richards Bay Coal swap for delivery 4Q' 2015 declined week over week and month over month.
The 4Q swap was down US$ ...
Monday, 21 September 15
Q4' 15 FOB NEWCASTLE COAL SWAP CLOSED HIGHER THAN Q2' 16 SWAP
COALspot.com: API 5 FOB Newcastle Coal swap for 4Q’ 2015 delivery increased $0.43 per ton (1.01%) month over month to US$ 42.95 per ton. The ...
Monday, 21 September 15
CFR SOUTH CHINA COAL SWAP GAINED WEEK OVER WEEK
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined just US$ 0.45 (0.90 %) per ton month over month.
A commodit ...
Monday, 21 September 15
KOMIPO OF KOREA INVITES BIDS FOR BITUMINOUS COAL
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender for 390,000 Metric Tons (MT) of minimum 4,600 kcal ...
|
|
|
Showing 2801 to 2805 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Gujarat Sidhee Cement - India
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Tamil Nadu electricity Board
- GN Power Mariveles Coal Plant, Philippines
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
|
| |
| |
|