We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 16 October 19
SHIPPING MARKET INSIGHT - INTERMODAL
 In perhaps the most interesting market conditions of the past years, the tanker and the dry bulk industry have created a positive sentiment with regards to freight rates. Starting from the early-mid of summer the dry bulk industry followed a significant upward trend and despite some minor corrections that have been occurred lately, the BDI seems to have stabilized at high 1,000 points. Levels, which seem particularly attractive when compared to the recent past.
However, even more impressive is the recent tanker freight market rally, with the improvement on rates last week being unstoppable, where crude carriers are leading the way, and product carriers are for the time being following to a smaller extent.
More specifically, on the wet industry, which rightfully holds the majority of interest from people in the shipping industry. The continuation of the uncertainty with regards to the geopolitical arena together with winter period and with the upcoming regulation of IMO 2020, are creating a very promising future market. Even though the smaller product carriers, don’t appear to being in fashion with a crude carrier, the current trend for conversion of LRS into dirty traders, together with upcoming regulations, will possibly significantly improve this part of the market as well.
With regards to the wet SnP market, on vessels built post 2000, there are two trends that are being formed. On the one side are the crude carriers where the supply side of available sale candidates is limited. In detail, there are only 20 to 30 in total crude carriers available across all sizes, with the majority of them being Aframaxes and less being Suezmaxes or VLCCs. Moreover, concerning the age of the available for sale vessels, on Aframaxes the age range is from 10 to 17 years old, whereas on Suezmaxes and VLCCs the age is early to mid-2000. On the other side are product tankers, MR candidates, which are available for sale in larger numbers, and with regards to age are older than 10 years. In contrast with LR1 and LR2, which have limited available candidates for sale. Any further increase on freight rates in product carriers, will definitively lead to many vessels off the market.
As far as SnP values, if someone takes into account the freight, which is currently reported in the VLCC market, it is easy to understand that SnP prices are changing very quickly. Whether and to what extent prospective buyers are willing to pay for the new prices remains to be seen and is directly correlated with how freight rates will perform.
The rule of buy low and sell high, has been applied, however the coin has two options. Buy if you think that now is cheaper (and you are able to find a suitable vessel) from the future and sell if you have bought it cheaper, as conditions are created for a quick profit from flipping vessels that have been bought at lower prices in the past.
All in all, the following months are definitely hiding many surprises and hopefully will have a positive outcome in the end.
By Nassos Soulakis
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.
|
|
Thursday, 26 September 19
INDIA INCREASES ITS ANNUAL COAL PRODUCTION BY 2.7% PER YEAR FROM 850 MILLION SHORT TONS IN 2018 TO 2 BILLION SHORT TONS BY 2050 - EIA
Worldwide coal production holds steady at about 8 billion short tons, or 160 quadrillion British thermal units (Btu), per year through 2040. Inc ...
Wednesday, 25 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
In the past five months there has been significant activity in the asset market with the dry bulk segment being by far the most volatile in terms o ...
Tuesday, 24 September 19
9TH ANNUAL SUPPLY CHAIN INNOVATION SUMMIT 2019 ASIA PACIFIC
Summit: 9th Annual Supply Chain Innovation Summit 2019 Asia Pacific
Host: Ace Events
Website: http: ...
Monday, 23 September 19
SUPRAMAX: THE ASIAN ARENA IT WAS A SLOW START, BUT DEMAND INCREASED AS THE WEEK WENT ON - BALTIC BRIEFING
Capesize
The market trended down over this past week, breaking the market out of its upward trending range. While the market traded sideways at ...
Monday, 23 September 19
CHINA RECORDS SLOWER GROWTH IN COAL PRODUCTION - XINHUA
The growth of China’s raw coal production slowed down in August, data from the National Bureau of Statistics (NBS) showed.
Aro ...
|
|
|
Showing 1326 to 1330 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Planning Commission, India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Toyota Tsusho Corporation, Japan
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Electricity Generating Authority of Thailand
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
|
| |
| |
|
