We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
 It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticipated deal between the two countries, everyone in the shipping industry is currently trying to assess the impact in the different shipping sectors.
The first phase of the agreement signed last week reduces tariffs but only for a percentage of imports, with the majority of the imported and exported goods from either country retaining the previously imposed tariffs at the same levels. US exports of agricultural cargoes, crude oil, LNG, and refined products are set for an increase in the next two years given that the agreed figures will be imported by China.
It will take some time before we can quantify the benefits this agreement will have in the dry bulk market, while with the Chinese New Year festivities just around the corner, owners seem to be focusing more on when the market will manage to shake off the negative sentiment of late and less on the longer term effects of this agreement.
Given the lows we have been seeing lately, it is only logical to anticipate a stronger or at least substantially improved market closer to the end of the first half. This could support sale and purchase activity at the moment given that Buyers being optimistic about the later part of the year could possibly take advantage of the softer sentiment that is currently prevailing.
On the tanker side it seems that healthy rates will most probably prevail in 2020 as despite the very recent downward corrections, earnings remain at very healthy levels. This coupled with the fact that there are fewer ships in the market for sale compared to a while ago, could help asset prices maintain their levels and even firm in case the freight market enjoys additional impressive spikes in the future.
At the moment crude carrier ships are viewed by some investors expensive, especially those older than 12 years, with certain buyers feeling that a correction is now long due. The truth is that there is not much substance that a correction will indeed come though. As a matter of fact there is more evidence as well as positive sentiment that the rates will stay strong. This eventually will drive asset prices higher with owners hesitant to buy earlier on, eventually rushing in to catch up with the upward momentum additionally inflating prices as a result.
It is very early to make any solid assumptions as to what 2020 will turn out to be, but it must be the first time in a long time that the picture is brighter than dark and the industry seems to be ready for it more than ever.
By Timos Papadimitriou
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.
|
|
Wednesday, 12 February 20
COAL INDIA WILL EXCEED LAST YEAR'S PRODUCTION FIGURES: OFFICIAL - PTI
Despite coal production being hampered at Dipka mines due to prolonged rains, Coal India Ltd will exceed last year’s production figures, a to ...
Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the ph ...
Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may wel ...
Wednesday, 12 February 20
THE SHIPPING INDUSTRY SEES FREIGHT MARKETS IN A COMPLETE STATE OF COLLAPSE AS DEMAND GETS PARALYZED DUE TO CORONAVIRUS OUTBREAK - ALLIED
With China and the world still trying to contain the effects and come to terms with the Wuhan novel coronavirus outbreak, the shipping industry see ...
Wednesday, 12 February 20
WORLD STEEL PRODUCTION IN 2019 - BANCHERO COSTA
In a worrying development, global steel production slowed down considerably in the fourth quarter of 2019. In the final 3 months of 2019, total cru ...
|
|
|
Showing 1141 to 1145 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- PTC India Limited - India
- Planning Commission, India
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Riau Bara Harum - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Samtan Co., Ltd - South Korea
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
|
| |
| |
|
