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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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Saturday, 21 March 20
PANAMAX: 82,000DWT SHIP AGREED $4,250 FOR A COAL TRIP VIA INDONESIA REDELIVERY SOUTH CHINA - BALTIC BRIEFING
Capesize
The Capesize market made some headway this past week despite being buffeted by the global pandemic storm. With the market in a constan ...
Friday, 20 March 20
VOLATILITY TO INCREASE IN TANKER MARKET FOLLOWING OIL PRICE WAR - DREWRY
Crude oil prices plunged by more than a third in the past week after OPEC+ failed to agree on production cut as demand softened in the aftermath of ...
Friday, 20 March 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Friday, 20 March 20
OIL PRICES COULD FALL BELOW ZERO: ANALYST - FOX BUSINESS
Plunging oil prices could be headed a lot lower – possibly below zero, according to one Wall Street analyst.
West Texas Interm ...
Friday, 20 March 20
84% OF FEBRUARY BUNKER SALES IN SINGAPORE ARE LOW-SULPHUR FUELS - BIMCO
Low-sulphur fuels accounted for 84% of total February sales in Singapore, slightly up from 83% in January. The sale of low-sulphur fuel oil (LSFO) ...
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- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Goldman Sachs - Singapore
- Mintek Dendrill Indonesia
- Australian Coal Association
- Bharathi Cement Corporation - India
- Orica Mining Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Posco Energy - South Korea
- Marubeni Corporation - India
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- PTC India Limited - India
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- ICICI Bank Limited - India
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Global Business Power Corporation, Philippines
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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