We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
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, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
|
|
|
Showing 886 to 890 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- MS Steel International - UAE
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- PTC India Limited - India
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Deloitte Consulting - India
- ASAPP Information Group - India
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- IEA Clean Coal Centre - UK
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
|
| |
| |
|
