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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, 26 February 20
SHIPPING MARKET INSIGHT - INTERMODAL
Coming from one of its busiest periods historically, with a list of scrubber and BWMS retrofits on a waiting list, the ship repair sector is witnes ...
Wednesday, 26 February 20
AS ALL OF THE GLOBAL COAL GIANTS EXIT SOUTH AFRICA, ESKOM TO DEPEND ON TWO MINERS FOR 70% OF ITS SUPPLY - BUSINESS INSIDER
While some of its politicians continue to imagine that coal has a future in South Africa, two key developments from the real world show that securi ...
Tuesday, 25 February 20
DELTA DUNIA MAKMUR REGISTERED A NET PROFIT OF US$20 MILLION FOR FY 2019
PT Delta Dunia Makmur, one of the largest coal mining company in Indonesia, has recorded an US$882 million revenue for FY 2019, 1% lower compared t ...
Tuesday, 25 February 20
SHIPPING UPDATE - ALLIED
The positive feeling and optimism for a fresh rally during the first few months of 2020 that prevailed in the tanker markets during the final quart ...
Monday, 24 February 20
COULD SOME VLSFO FUELS BE BANNED? - GIBSON
The run up to the implementation of the new IMO rules on marine fuels from1st January 2020 had owners and charterers analysing the vari ...
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Showing 1106 to 1110 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Tata Chemicals Ltd - India
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- PTC India Limited - India
- Sical Logistics Limited - India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Planning Commission, India
- Mintek Dendrill Indonesia
- Chettinad Cement Corporation Ltd - India
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- European Bulk Services B.V. - Netherlands
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Xindia Steels Limited - India
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
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