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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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Wednesday, 04 March 20
MARKET INSIGHT - INTERMODAL
As it was expected, the whole world has been focusing on the spread of the Coronavirus, with the fast outbreak being primarily a massive humanitari ...
Wednesday, 04 March 20
CORONAVIRUS: A WILDCARD FOR BULKS DEMAND - WOOD MACKENZIE
The coronavirus is casting a shadow across commodity markets. It has undermined China’s economic sentiment, putting the country’s growt ...
Wednesday, 04 March 20
THERMAL COAL TO 'PHASE OUT', STRONG DEMAND FOR COKING COAL: PLATO - SYDNEY MORNING HERALD
Plato Investments managing director Don Hamson says Australian iron ore producers are set to benefit in the fallout from coronavirus as China will ...
Wednesday, 04 March 20
CHINA PROVINCE TO CLOSE 10 MLN TONNES OF COAL CAPACITY IN 2020 - XINHUA
Southwest China’s Guizhou Province plans to phase out 10 million tonnes of outdated coal production capacity by closing 80 coal mines in 2020 ...
Wednesday, 04 March 20
UKRAINE PRODUCED OVER 2.55 MLN TONNES OF COAL IN FEBRUARY - UKRINFORM
In February 2020, Ukraine produced over 2.55 million tonnes of coal, which is 0.2% less than planned.
The Coal Miners Union of Ukrai ...
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- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- White Energy Company Limited
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- ICICI Bank Limited - India
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- Australian Coal Association
- Mintek Dendrill Indonesia
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Indian Energy Exchange, India
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Barasentosa Lestari - Indonesia
- Siam City Cement - Thailand
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Meralco Power Generation, Philippines
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Minerals Council of Australia
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- MS Steel International - UAE
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