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.
|
|
Monday, 11 October 21
COAL ABANDONMENT IN POWER GENERATION PROMOTED GAS DEMAND GROWTH IN EUROPE - TOP MANAGER: TASS
Accelerated abandonment of coal in power generation and the overall recovery of economic activity facilitated gas demand growth in Europe and led t ...
Saturday, 09 October 21
CHINA POWER CUTS: COAL MINERS ORDERED TO BOOST OUTPUT, SAY REPORTS - BBC
Beijing has reportedly ordered China’s coal mines to boost output as an energy shortage across the country has seen millions of homes and bus ...
Friday, 08 October 21
SEPTEMBER CRUDE OIL TANKER DEMOLISHING HITS 39-MONTHS HIGH AT 1.9M DWT - PETER SAND
Has the lid finally come off for crude oil tanker demolition in 2021? If judged by the 1.9m DWT of capacity that was removed in September, the answ ...
Friday, 08 October 21
COAL SHORTAGE MAY LEAD TO RISE IN STEEL PRICES IN COMING MONTHS: JSPL MD - PTI
Steel prices are expected to increase in the coming months as companies are buying coal at three times the rates a month ago, said a top industry e ...
Wednesday, 06 October 21
INDONESIA COAL PRICE REFERENCE: ANOTHER MONTH, ANOTHER RALLY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second and third quarters of 2021 as it reached a pinnacle of $161.63 Oc ...
|
|
|
Showing 466 to 470 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Baramulti Group, Indonesia
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Thiess Contractors Indonesia
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Indika Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Electricity Authority, New Zealand
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Oldendorff Carriers - Singapore
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
|
| |
| |
|
