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.
|
|
Friday, 04 July 14
PARAM MITRA COAL RESOURCES SECURES US$ 7.5M INVESTMENT FROM TEMBUSU PARTNERS
Param Mitra Coal Resources Pte Ltd (“PMCR”), which owns two operating coal mines in Indonesia, has secured from Singapore private equit ...
Thursday, 03 July 14
BUMI TRANSFERS 19% OF KPC STAKE VALUED AT US$ 950 MILLION TO CIC
COALspot.com: PT. Bumi Resources announces that 19% of its holdings in Kaltim Prima Coal (KPC), valued at US$ 950 million, has been transferred to ...
Thursday, 03 July 14
PANAMAX : IN THE ATLANTIC, OWNERS ARE WILLING TO FIX AT ABOUT $2.5K PER DAY - FEARNEYS
Handy
In its latest weekly report, shipbroker Fearneys noted that, this week seems to have been more of a wait and see game between owners and ch ...
Wednesday, 02 July 14
NEWMONT FILES FOR INTERNATIONAL ARBITRATION ON ORE EXPORT BAN - THE JAKARTA POST
PT Newmont Nusa Tenggara (NNT), a subsidiary of United States-based Newmont Corporation, has filed for international arbitration against the govern ...
Wednesday, 02 July 14
THE PANAMAX MARKET CONTINUED TO BLEED FOR ANOTHER WEEK - INTERMODAL
COALspot.com: The Dry Bulk market succumbed to mounting pressure this past week, while the Capesize market proved unable to “save the day&rdq ...
|
|
|
Showing 3626 to 3630 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Australian Coal Association
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Sarangani Energy Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- SMG Consultants - Indonesia
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Edison Trading Spa - Italy
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Videocon Industries ltd - India
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Indian Energy Exchange, India
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Rio Tinto Coal - Australia
|
| |
| |
|
