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, 20 November 19
AUSTRALIA'S NEW HOPE POSTS 66% SURGE IN Q1 SALEABLE COAL OUTPUT - REUTERS
Australian coal producer New Hope Corp Ltd reported on Tuesday a 66% jump in saleable coal production in the first quarter, as output ramped up at ...
Wednesday, 20 November 19
THE IMO AND THE PRICE OF GAS OR THE IMPACT OF THE INTERNATIONAL MARITIME ORGANISATION'S SULPHUR 2020 LIMIT FOR MARINE FUEL OIL ON THE PRICE OF GAS - KING & SPALDING
The main bunker fuel for ships is High Sulphur Fuel Oil (HSFO, with sulphur up to 3.5% m/m (mass by mass)). This will all change on 1 January 2020 ...
Wednesday, 20 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
While the market expects the next OPEC meeting, there are still no clear signs indicating that the organization will keep supporting oil prices, wh ...
Monday, 18 November 19
CHINA RECORDS STABLE COAL PRODUCTION IN JAN-OCT: XINHUA
China’s raw coal output registered stable growth in the first 10 months, while its imports remained robust, official data showed.
...
Monday, 18 November 19
SUPRAMAX: IN THE INDONESIAN COAL BUSINESS, A 58KDWT VESSEL FIXED DELIVERY PHILIPPINES, REDELIVERY INDIA AT CLOSE TO $8,000 - BALTIC BRIEFING
Capesize
For most of the week the rates were nudging up under a flurry of activity in the Pacific as levels for the West Australia to China C5 ...
|
|
|
Showing 1281 to 1285 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Thai Mozambique Logistica
- MS Steel International - UAE
- PTC India Limited - India
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Dalmia Cement Bharat India
- India Bulls Power Limited - India
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Economic Council, Georgia
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Orica Australia Pty. Ltd.
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
|
| |
| |
|
