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.
|
|
Sunday, 06 September 15
AUTOMATION AND TECHNOLOGY IS CERTAINLY PART OF THE SOLUTION FOR IMPROVING PERFORMANCE AND EFFICIENCY TO MAKE THE MINE OPERATIONS MORE PROFITABLE, HOWEVER............ - LUKE JALSEVAC
"The Technology and Innovation in Mining 2015" production team at Information Exchange Group interviewed Luke Jalsevac, Director, Busines ...
Sunday, 06 September 15
THE CAPE SIZE INDEX ROSE 10.83 PER CENT WEEK OVER WEEK
COALspot.com: The BDI, the Baltic exchange's main sea freight index, which tracks rates for ships carrying dry bulk commodities, declined o ...
Saturday, 05 September 15
DRY BULK MARKET MAY SUFFER NOW, BUT IS BOUND FOR A RECOVERY THANKS TO A LIMITED FUTURE FLEET GROWTH - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The slow increase of dry bulk tonnage growth this year could turn into a solid indicator of the market’s future prospects. According to a rec ...
Friday, 04 September 15
U.S. COAL PRODUCTION FOR THE W/E AUGUST 29, UP SLIGHTLY; FALL 4.5 PERCENT Y-Y: EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 18.7 million shor ...
Friday, 04 September 15
GOVERNORS WILL HAVE THE POWER TO REVOKE MINERS' PERMITS: ENERGY MINISTRY - JG
Starting Oct. 1, Indonesia's governors will lawfully become "executors" in revoking the licenses of miners that fail to secure a &quo ...
|
|
|
Showing 2831 to 2835 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Indonesian Coal Mining Association
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- MS Steel International - UAE
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- Vedanta Resources Plc - India
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- The University of Queensland
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Tata Chemicals Ltd - India
- Uttam Galva Steels Limited - India
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
|
| |
| |
|
