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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, 10 March 20
CHINA'S COAL-RICH PROVINCE ENSURES ENERGY SUPPLY AMID EPIDEMIC - XINHUA
China’s coal-rich province of Shanxi has seen more than 500 coal mines resume production in February, which ensured energy supply amid the ou ...
Monday, 09 March 20
OPEC+ 'NO DEAL' A BLOW TO THE MARKET - WOOD MACKENZIE
Speaking after today’s OPEC+ meeting broke up, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie, said: “Today’s o ...
Monday, 09 March 20
KOREA EAST-WEST POWER INVITED BIDS FOR 150,000 MT OF MIN 4,400 - MAX 5,499 NAR COAL
COALspot.com: KOREA EAST-WEST POWER CO. LTD. of South Korea has issued an international tender for total 150,000 MT of LCV coal for May – Jun ...
Sunday, 08 March 20
SUPRAMAX: A 55,000DWT VESSEL FIXING DELIVERY FROM EAST KALIMANTAN FOR A TRIP TO VIETNAM AT $9,100 - BALTIC BRIEFING
SUPRAMAX/ULTRAMAX - A 56,000DWT VESSEL FIXED DELIVERY SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY EAST COAST INDIA, IN THE $6,000S
SUPRAMAX/U ...
Friday, 06 March 20
CHINA RESUMES 83.4 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 83.4 percent of its coal production capacity amid the fight against the novel coronavirus outbreak, the National Energy Administr ...
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- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- MS Steel International - UAE
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Economic Council, Georgia
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Global Business Power Corporation, Philippines
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Planning Commission, India
- Central Java Power - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- Deloitte Consulting - India
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
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