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.
|
|
Thursday, 28 August 14
BANPU REPORTS HIGHER FIRST-HALF YEAR RESULTS FOR 2014
COALspot.com: Banpu Public Company Limited (BANPU) reports higher first half-year financial results for 2014 having its gross profit increasing 3 p ...
Wednesday, 27 August 14
FREIGHT MARKET: IS THE MARKET IN A RECOVERY MOOD? - GEORGE ILIOPOULOS
Is the market in a recovery mood?
August is typically a time when the shipping industry takes it easy… charter-ers book their requireme ...
Tuesday, 26 August 14
4TH ANNUAL ASIA NICKEL
4th Annual Asia Nickel
19-20 Nov 2014
Grand Hyatt Jakarta, Indonesia
Web Site
Asia’s Premier Nickel Conference
Regulation in ...
Tuesday, 26 August 14
DESPITE LOW DRY BULK RATES, BULKER PRICES ARE STILL HIGH - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Traditionally, August tends to be a month of slow activity in the sale and purchasing market and this year has been no exception. However, as shipb ...
Tuesday, 26 August 14
GOVT ON TRACK TO LIMIT COAL OUTPUT - THE JAKARTA POST
The government has announced that it will proceed with plans to cap the production of coal next year, a move aimed not only at protecting the envir ...
|
|
|
Showing 3521 to 3525 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- The Treasury - Australian Government
- Lanco Infratech Ltd - India
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Cigading International Bulk Terminal - Indonesia
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
|
| |
| |
|
