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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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Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coa ...
Tuesday, 18 February 20
CORONAVIRUS AND ITS IMPACT ON YOUR CONTRACT - CAN YOU RELY ON 'FORCE MAJEURE'? - INCE
KNOWLEDGE TO ELEVATE
On 30 January 2020, the World Health Organization (WHO) declared that the outbreak of the Novel Coronavirus (officially t ...
Monday, 17 February 20
IMO-2020 SULPHUR CAP - ISSUES TO CONSIDER PRIOR TO THE IMPLEMENTATION OF THE CARRIAGE BAN ON 1 MARCH 2020 - STANDARD CLUB
With the IMO 2020 global sulphur cap now in force, members should bear in mind another significant date in relation to the ‘carriage ban&rsqu ...
Monday, 17 February 20
COVID-19: THE EFFECT OF THIS PUBLIC HEALTH EMERGENCY ON CHARTERPARTY TERMS - GARD
KNOWLEDGE TO ELEVATE
Is it useful to compare the COVID-19 with earlier disease outbreaks?
A comparison with the Ebola outbreak ...
Saturday, 15 February 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - REUTERS
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
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- Lanco Infratech Ltd - India
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Deloitte Consulting - India
- The University of Queensland
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Planning Commission, India
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Orica Mining Services - Indonesia
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Indika Energy - Indonesia
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
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