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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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Friday, 21 February 20
INDIA: POTENTIAL INVESTORS SEEK MORE CLARITY ON COMMERCIAL COAL MINING NORMS - FINANCIAL EXPRESS
Potential private investors have sought more clarity on the pricing mechanism proposed for the much-anticipated auction for commercial coal mining. ...
Thursday, 20 February 20
CHINA RESUMES OVER 70 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 70.2 percent of its coal production capacity with output recovering steadily amid the fight against the novel coronavirus epidemi ...
Thursday, 20 February 20
CHINA THERMAL COAL MARKET FACES 2-3 MONTH CORONAVIRUS SHORT SQUEEZE: NOBLE - REUTERS
China’s domestic thermal coal market faces a 2-3 month short squeeze as a rapidly spreading coronavirus outbreak curtails production more tha ...
Wednesday, 19 February 20
KOREA MIDLAND POWER INVITED BIDS FOR 1 MILLION TONS OF HCV AND LCV COAL FOR Q2- Q4 LOADING
COALspot.com: Korea Midland Power Co. Ltd, (KOMIPO). has issued an international tender for total 1 million MT of coal for April to December 2020 l ...
Wednesday, 19 February 20
GLENCORE WRITES OFF ALMOST $1 BILLION AT COLOMBIAN COAL MINES DUE TO FALLING EUROPEAN IMPORTS: BLOOMBERG
The economic case against European coal is proving too much for even Glencore Plc.
The world’s biggest coal shipper cut the va ...
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- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Australian Coal Association
- Renaissance Capital - South Africa
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Business Power Corporation, Philippines
- Planning Commission, India
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
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