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, 06 May 15
COMBINATION OF HOLIDAYS AND A SHAKY MARKET PUT ADDITIONAL PRESSURE ON RATES
COALspot.com: The combination of holidays and a shaky market is always a recipe for additional pressure on rates and last week was no exception. Wi ...
Wednesday, 06 May 15
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
The first four months of 2015 are now behind us and they make up for a decent amount of time to look back and assess how the year is evolving so fa ...
Tuesday, 05 May 15
MIFA BERSAUDARA UNIT OF ABM INVESTAMA STARTS OPERATING $200M COAL MINE IN ACEH
Reswara Minergi Hartama, a coal mining unit of coal miner ABM Investama known as known as Reswara, inaugurated a $200 million integrated coal minin ...
Tuesday, 05 May 15
FREIGHT DERIVATIVE VOLUMES REACHED TOTALED 14,154 CONTRACTS IN APRIL - SGX
COALspot.com: “Our unique suite of freight and bulk commodity products provides market participants with a wide range of trading strategies a ...
Tuesday, 05 May 15
OVERSUPPLY PUTTING INDONESIAN COAL PRICES UNDER PRESSURE
COALspot.com: Indonesian coal swap for delivery Q3 2015 lost week over week and month on month, this past week.
The Q3 swap was declined US$ 1 ...
|
|
|
Showing 3036 to 3040 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Planning Commission, India
- Thiess Contractors Indonesia
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Singapore Mercantile Exchange
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Barasentosa Lestari - Indonesia
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Baramulti Group, Indonesia
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
|
| |
| |
|
