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, 08 September 21
MARKET INSIGHT - INTERMODAL
Last August was extremely hot in the dry bulk market with rates rising at levels that we have years to witness. The dry bulk index exceeded the 4,0 ...
Wednesday, 01 September 21
KOMIPO TO BUY 1.56 MILLION TONS OF 5600 NAR COAL OF AUSTRALIA OR SOUTH AFRICAN ORIGIN FOR 2022 - 2024
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) has issued an international tender for total 1,560,000 MT of Bituminous Coal to be used a ...
Wednesday, 01 September 21
MARKET INSIGHT - INTERMODAL
As the summer season is coming to an end, the dry bulk market continues to rally. The confidence that the outstanding freight market performance ha ...
Monday, 30 August 21
68% OF U.S. COAL FLEET RETIREMENTS SINCE 2011 WERE PLANTS FUELED BY BITUMINOUS COAL - EIA
In 2011, the United States had 317.6 gigawatts (GW) of coal-fired electric generation capacity. About 88.7 GW of that capacity was retired in the d ...
Friday, 27 August 21
ALL YOU NEED TO KNOW ABOUT COAL'S MASSIVE RALLY AND NEAR-TERM OUTLOOK - CNBCTV18
Australia’s thermal coal at Newcastle Port, the benchmark for the vast Asian market, has surged over 100 percent this year to trade above $16 ...
|
|
|
Showing 491 to 495 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Eastern Energy - Thailand
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Siam City Cement - Thailand
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- Petron Corporation, Philippines
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Mines - Canada
- The University of Queensland
- Xindia Steels Limited - India
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
|
| |
| |
|
