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, 20 June 16
THE BDI HAS FELL 23 POINTS WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined this past week. The BDI was fell 3.77 percent fr ...
Friday, 17 June 16
CHINA'S NEW POLICY TO REDUCE WASTE IN RENEWABLE ENERGY - FITCH
Chinese renewable energy producers are likely to benefit from a new policy that guarantees a minimum amount of solar and wind power is purchased in ...
Friday, 17 June 16
KOMIPO INVITES BIDS FOR BITUMINOUS COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Friday, 17 June 16
U.S WEEKLY COAL PRODUCTION UP 7.7% - EIA
COALspot.com – U.S., the world’s one of the largest coal producer has produced approximately totalled an estimated 12.9 million short t ...
Wednesday, 15 June 16
THE DRY BULK PRICES CORRECTED UPWARDS ROUGHLY 15% - KONSTANTINOS KONTOMICHIS
Once more, the international shipping community turned its attention to Greece and more specifically to Attica that hosted Posidonia, the biggest m ...
|
|
|
Showing 2391 to 2395 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Mercuria Energy - Indonesia
- Economic Council, Georgia
- Planning Commission, India
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- Australian Coal Association
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
|
| |
| |
|
