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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.
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Tuesday, 24 March 20
THE TRIPLE SHOCK OF CORONAVIRUS IN SHIPPING: WILL IT LAST? - DREWRY
Transport capacity shortages, disruptions to supply chains and inability to plan since late January have been a dangerous combination. But will all ...
Tuesday, 24 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.28 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.74 points Monday, down 0.28 percent week on week.
The index, released by Chi ...
Monday, 23 March 20
CHARTERPARTY REQUIREMENTS TO NOTIFY CLAIMS - TAKE CARE! - WFW
KNOWLEDGE TO ELEVATE
Voyage charterparties frequently require the owner to notify any claim with supporting documents within a relatively shor ...
Monday, 23 March 20
COAL INDIA LIMITED'S ONE-DAY OUTPUT PEAKS AT 3.17 MT - THE HINDU
Coal India Limited (CIL) output peaked at a new high of 3.17 million tonnes (MT) on March 20, overtaking the 3.14 MT production recorded on March 2 ...
Monday, 23 March 20
KOMIPO INVITED BIDS FOR 1.45 MILLION TONS OF COAL FOR JUNE & JULY 2020 LOADING
COALspot.com: Korea Midland Power Co.,Ltd (KOMIPO), on behalf of five Korean Gencos, has issued an international tender for total 1,450,000 MT (&pl ...
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- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- Parliament of New Zealand
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Larsen & Toubro Limited - India
- Kobexindo Tractors - Indoneisa
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- The University of Queensland
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Jindal Steel & Power Ltd - India
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Mintek Dendrill Indonesia
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