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, 18 May 15
Q1' 16 API 8 CFR SOUTH CHINA COAL SWAP CLOSED HIGHER THAN Q3' 15 CLOSING PRICE
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.05 (2.10%) per MT month over month and US$ 0.53 (1.05%) pe ...
Sunday, 17 May 15
INDONESIA - INDIA FREIGHTS RATES EXPECTED TO FLAT TO SOFT NEXT WEEK
COALspot.com: The BDI was up by 10.45% and closed at 634 points week on week, while the Cape index saws big jump or up almost 55% for the same peri ...
Friday, 15 May 15
DRY BULK AND CONTAINER SHIPPING TO REMAIN WEAK, OUTLOOK FOR PORTS AND TANKERS POSITIVE - DREWRY MARITIME EQUITY RESEARCH
Global economy is in a gradual recovery mode, sending mixed signals to investors. Chinese economic data continues to remain weak as economy transit ...
Friday, 15 May 15
COAL PRODUCTION IN U.S DOWN 1.4 MILLION TONS FOR THE WEEK ENDING MAY 8
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.0 million short ...
Wednesday, 13 May 15
MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The EU governments in an effort to face their economic crisis individually are facing lack of political cohesion. This reflects back to each econom ...
|
|
|
Showing 3021 to 3025 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Deloitte Consulting - India
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Posco Energy - South Korea
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- SMC Global Power, Philippines
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Interocean Group of Companies - India
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
|
| |
| |
|
