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.
|
|
Tuesday, 19 July 16
INDONESIAN THERMAL COAL INDEXES CONTINUALLY FIRM UP ON ROBUST BUYING INTEREST - CS COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose One percent week over week to averaging $40.38 per ton this past week, shows CS ...
Monday, 18 July 16
FROM PIT TO PORT: DRY BULK NEEDS A NEW PATH TO PROFITABILITY - TOC EUROPE
During the golden years for commodities, from 2005 to 2014, high demand and big profit margins pushed companies to produce more and more, sacrifici ...
Monday, 18 July 16
BALTIC DRY INDEX REMAIN FIRM, UP BY 5.97 WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to remain firm with all segments ending in posi ...
Friday, 15 July 16
US COAL PRODUCTION DOWN 8.4% WEEK-OVER-WEEK
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 12.9 million short tons (mms ...
Thursday, 14 July 16
SHIPPING'S HALF YEAR REPORT - 'MUST DO BETTER' - CLARKSONS
It’s the time of year, with the school holidays and end of term approaching, that many pupils will nervously take home their school reports t ...
|
|
|
Showing 2356 to 2360 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Australian Coal Association
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- The University of Queensland
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
|
| |
| |
|
