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, 28 June 16
WEEKLY CS COAL INDICES ROSE ON RENEWED DEMAND FROM CHINA
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up by 0.66 percent week over week to averaging $39.65 per ton this past week, sh ...
Tuesday, 28 June 16
CHINA'S IRON ORE IMPORTS: HOW MUCH MORE WORK FOR CAPES? - CLARKSONS
Chinese iron ore imports account for around two thirds of global seaborne iron ore shipments, making it the key driver of Capesize employment. Whil ...
Monday, 27 June 16
LATEST NEWS ON BIMCO'S CONTRACTS AND CLAUSES
BIMCO is currently updating several of its most widely used charter parties including SUPPLYTIME and BARECON. New developments include the Standard ...
Monday, 27 June 16
BREXIT RESULT COULD SEE UK FACING AN EXODUS OF MARITIME TALENT - FASTSTREAM
The UK’s decision to leave the EU has the potential to drive many of its maritime employees away, according to the results of a survey issued ...
Monday, 27 June 16
THE BDI UP 3.75 PERCENT ; BCI FELL 1.51% WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 3.75 percent from las ...
|
|
|
Showing 2381 to 2385 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Eastern Coal Council - USA
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Gujarat Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
|
| |
| |
|
