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, 01 October 14
ASIAN THERMAL COAL PRICES TO REMAIN WEAK ON OVERSUPPLY - FITCH
COALspot.com: The thermal coal market in Asia will remain oversupplied in the next 12 months, in spite of on-going rationalisation of production, a ...
Wednesday, 01 October 14
PANAMAXES: DEFENSIVE, STRUGGLING TO KEEP ANY FURTHER DECREASES - INTERMODAL
COALspot.com: The Dry Bulk market seemed unable to shake off the trend of the week prior and the BDI remained on a downward slope for the bigger pa ...
Wednesday, 01 October 14
FITCH: GLOBAL ECONOMY FACES MULTI-SPEED RECOVERY, MULTIPLE RISKS
Fitch Ratings says in its latest Global Economic Outlook (GEO) that global growth will pick up in 2015 and 2016, but risks are weighted to the down ...
Tuesday, 30 September 14
COALVIEW TO PARTICIPATE AT MET COKE WORLD SUMMIT 2014 IN CHICAGO
COALspot.com: Coalview Ltd., LLC(“Coalview”) America's leading fully integrated coal technology and fine coal recovery company prov ...
Monday, 29 September 14
INDONESIAN COAL EXPORT VOLUME FALL IN AUGUST
COALspot.com: Indonesia, one of the world's largest coal producers and the global leading multi grade coal exporter shipped around $1.50 ...
|
|
|
Showing 3456 to 3460 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Minerals Council of Australia
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Tata Chemicals Ltd - India
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Australian Coal Association
- Heidelberg Cement - Germany
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Romanian Commodities Exchange
- Aditya Birla Group - India
- VISA Power Limited - India
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
|
| |
| |
|
