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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, 05 March 20
SEABORNE COAL'S STRUGGLES IN ASIA ARE MORE THAN JUST CHINA CORONAVIRUS - REUTERS
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
Thursday, 05 March 20
INDONESIA'S BUKIT ASAM 2019 OUTPUT RISES 10.2% Y/Y - REUTERS
PT Bukit Asam, Indonesia’s state-owned coal miner, said on Wednesday its output in 2019 rose 10.2% to 29.1 million tonnes.
Coa ...
Thursday, 05 March 20
SEEING REMOTELY - IN SAFETY: BUREAU VERITAS PERFORMS FIRST SURVEY BY DRONE - BUREAU VERITAS
Bureau Veritas Marine & Offshore (BV), a world leader in testing, inspection and certification (TIC) services has completed its first survey by ...
Wednesday, 04 March 20
AN EPIDEMIC OF UNCERTAINTY - THE CORONAVIRUS AND FORCE MAJEURE - WFW
KNOWLEDGE TO ELEVATE
Do the effects of the coronavirus give rise to legitimate force majeure claims in connection with shipbuilding contracts ...
Wednesday, 04 March 20
CHINA IMPORTED 76.8 MLN TONNES OF CRUDE OIL FOR JANUARY & FEBRUARY 2020; UP 3.4% YOY - REFINITIV | BC
The COVID-19 crisis has been gripping China already for almost two months now. It’s having a huge negative impact on the economy, and this is ...
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- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Mercator Lines Limited - India
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Manunggal Multi Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- PTC India Limited - India
- Ministry of Mines - Canada
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
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