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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, 19 February 20
MINERS WELCOME INDONESIA'S NEW JOBS BILL THAT COULD SPUR COAL GROWTH - REUTERS
Miners have welcomed proposed changes to Indonesian mining rules under a new law aimed at boosting investment, though critics are concerned that th ...
Wednesday, 19 February 20
AS OCEAN TEMPERATURES RISE, SHIPOWNERS LOOK FOR WAYS TO COPE - WARTSILA
The world is heating up, and its oceans are no exception. According to the International Panel on Climate Change (IPCC), the oceans absorb the majo ...
Wednesday, 19 February 20
MARKET INSIGHT - INTERMODAL
The coronavirus outbreak is estimated to negatively affect global economy by at least EUR400bn this year, representing around the 0.4% of global GD ...
Tuesday, 18 February 20
WEEKLY MARKET ANALYSIS - ALLIED
Under such poorly performing market circumstances, many usually take the historical approach, in order to better understand and further analyze the ...
Tuesday, 18 February 20
ADARO SHIPPED 27 PERCENT OF ITS TOTAL COAL PRODUCTION IN 2019 TO INDIA AND CHINA
PT Adaro Energy Tbk (AE) produced 58.03 Mt of coal from PT Adaro Indonesia (AI), Balangan Coal Companies and Adaro Me ...
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- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Parliament of New Zealand
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- White Energy Company Limited
- Riau Bara Harum - Indonesia
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Planning Commission, India
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Pendopo Energi Batubara - Indonesia
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Australian Coal Association
- Aditya Birla Group - India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- GMR Energy Limited - India
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- The University of Queensland
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
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