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, 14 April 15
SUB-BIT FOB INDONESIA COAL SWAPS FOR Q4 DELIVERY CRASHES THROUGH $44
COALspot.com: Indonesian coal swap for delivery Q2 2015 declined month on month and week over week.
The Q2 swap was declined US$ 2.25 (4.77%) ...
Monday, 13 April 15
Q2 FOB NEWCASTLE COAL SWAP CLOSED AT $45.28 PMT; DECLINED 7.50% M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 3.67 per MT (-7.50%) month over month and US$ 0.39 week on wee ...
Monday, 13 April 15
Q4 CFR SOUTH CHINA COAL SWAP CLOSED AT US$ 50.97
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 4.50 (-8.05%) per MT month over month and US$ 0.12 (-0 ...
Sunday, 12 April 15
INDONESIA TO INDIA FREIGHT RATE IS EXPECTED TO BE SOFT
COALspot.com: The freight market was steady, however the BDI was declined slightly week over week.
BDI dropped 1.36 pct and closed at 580 poin ...
Friday, 10 April 15
US COAL PRODUCTION FELL 4.7% W-O-W : EIA
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 17.4 million short ...
|
|
|
Showing 3076 to 3080 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- GVK Power & Infra Limited - India
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Parry Sugars Refinery, India
- Planning Commission, India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Australian Coal Association
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Meralco Power Generation, Philippines
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Economic Council, Georgia
|
| |
| |
|
