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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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Thursday, 19 March 20
A CRUDE TSUNAMI: UP TO 3 MILLION BPD OF EXTRA OIL CAN HIT THE MARKET FROM APRIL, MORE COMING IN MAY - RYSTAD ENERGY
The extra oil coming into the global market from April will be as much as 3 million barrels per day (bpd), Rystad Energy estimates. Two million bpd ...
Thursday, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
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- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- Minerals Council of Australia
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- VISA Power Limited - India
- Xindia Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
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