We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 24 August 16
MARKET INSIGHT
 Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and to take care of some business — namely signal the transition to the 2020 Summer Olympics in Japan. The theme was “Brazilians can do with their bare hands,” a nod to the emerging economy of the world’s fifth most-populous nation, whilst the world now turns their attention to the world’s third-largest economy, Japan, which most certainly can do it by using robots...However, at a time that Japan is facing unprecedented levels of budget deficit, plans for bold stimulus packages raise further concerns. Japan’s top government spokesmen have in the recent past ruled out the issuance of deficit bonds to fund an economic stimulus package planned for the autumn, hinting at the use of construction bonds for longer-term investments. Let’s hope that shipping, which is an important pillar of the Japanese sourcing capacity receives the support it deserves in the process.
Meanwhile, one of the most paradoxical summers in terms of snp activity is coming to an end, further underlining the illiquidity of the tanker sector and the lack of interest for the container and offshore segments.
Given the lack of finance during all shipping recessions, the redeeming feature of the idiosyncratic shipping investment model is the opportunity it presents during times of high volatility; i.e. based on the basic capital asset pricing (CAP) model used by most investment analysts, which equates volatility with risk, it is this volatility (high risk) and low returns that distinguishes shipping from other investments. In other words, given the lack of finance, it is at times of collapsing earnings that market pundits should recognize the asset value opportunities and move accordingly.
This summer’s paradox on the other hand means that the number of sales in the tanker sector –especially the crude- which has suffered a tremendous blow in earnings is attracting scarce buying interest, whereas the dry bulk sector is finding a strong footing both in healthy volumes of deals transacted and in asset values which are steadily going up despite a rather “zero sum game” earnings timeline. The reasons for such behavior are multiple but recognizing the trend itself is sufficient to make it worth keeping a closer look at any pattern/reaction forming in the near future.
By George Dermatis
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
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, 25 July 16
THE BDI FELL ON WEAKER RATES FOR CAPESIZE & PANAMAX VESSELS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Cape and Panamax segments ending in neg ...
Friday, 22 July 16
U.S COAL OUTPUT ROSE 17.2% WEEK OVER WEEK - EIA
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 15.1 million short tons (mms ...
Thursday, 21 July 16
WHAT TO DO WHEN YOU DON'T GET PAID - SHIPOWNERS CLUB
Present market conditions have led to an increase in claims related to unpaid hire. To recover unpaid hire, Owners need to fully understand who the ...
Thursday, 21 July 16
CONSTRUCTIVE TOTAL LOSS: WHAT GOES IN TO CALCULATING QUANTUM? - HILL DICKINSON
KNOWLEDGE TO ELEVATE
The Commercial Court recently delivered its judgment in an important case (Connect Shipping Inc and Machrimar Management ...
Wednesday, 20 July 16
EDIBLE OIL MARKETS ACROSS THE GLOBE REMAIN UNDER PRESSURE - STELIOS KOLLINTZAS
The edible oil markets across the globe remain under pressure on the back of lackluster demand. Some of the main factors causing the low activity a ...
|
|
|
Showing 2351 to 2355 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- Global Coal Blending Company Limited - Australia
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- The University of Queensland
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
|
| |
| |
|
