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.
|
|
Sunday, 13 July 14
PANAMAX INDEX GAINS SLIGHTLY THIS WEEK; CAPE INDEX FALLS ALMOST 21.40%
COALspot.com: This week the freight market fell again after gaining last week. The cape index was down almost 21.40 pct and closed at 1465 points.
...
Friday, 11 July 14
EUROPE HAS A SUBSTANTIAL SURPLUS IN COAL SUPPLIES; RENEWABLE ENERGIES ARE REDUCING THE FULL-LOAD OPERATING HOURS OF HARD COAL-FIRED POWER PLANTS - VDKI
COALspot.com: General conditions for coal-fired power plants must be improved if the energy turnaround is to be a success, said German coal importe ...
Friday, 11 July 14
DR.CIESLIK RE-ELECTED AS CEO OF GERMAN COAL IMPORTER ASSOCIATION (VDKI)
Press Release : Dr Cieslik re-elected as CEO of German Coal Importer Association (VDKi) for the period 2014 – 2018. The German Coal Importer ...
Friday, 11 July 14
PORT OF NEWCASTLE SHIPPED $ 1.031 BILLION WORTH OF 11.744 MILLION TONS OF COAL IN JUNE 2014
COALspot.com: Port of Newcastle has shipped 11,744,396 tons of coal for the month ended 30 June 2014. According to Port’s monthly report, YTD ...
Friday, 11 July 14
UNITED STATE'S MONTHLY COAL OUTPUT FALLS 5.53% IN JUNE
COALspot.com – United States the world's second largest coal producer, produced approximately 18.1 million short tons (mmst) of coal in a ...
|
|
|
Showing 3606 to 3610 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Planning Commission, India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- The University of Queensland
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- GMR Energy Limited - India
- Eastern Energy - Thailand
- Essar Steel Hazira Ltd - India
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Central Electricity Authority - India
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
|
| |
| |
|
