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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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Saturday, 15 February 20
CHEN ZHIDA: NOVEL CORONAVIRUS - IMPLICATIONS FOR CHARTERPARTIES - SHIPOWNERS' CLUB
KNOWLEDGE TO ELEVATE
Last month, the Club issued a bulletin on the 2019 Novel Coronavirus (COVID-19) which explained the origin of the virus a ...
Saturday, 15 February 20
AFRAMAX: A MORE POSITIVE ATTITUDE EXISTED IN THIS SECTOR WITH RATES IMPROVING ON ALL ROUTES - BALTIC BRIEFING
VLCC
The market in the Middle East was unmoved this week, with Chinese refiners continuing to slow imports, allied with the impact of the Coron ...
Saturday, 15 February 20
A 56,000DWT VESSEL WAS CONCLUDED BASIS DELIVERY SINGAPORE VIA INDONESIA REDELIVERY CHINA IN THE LOW $6,000S - BALTIC BRIEFING
Capesize
Riding the downward momentum of the previous week, the market was always going to be hard pressed to make any sort of revival. With mu ...
Saturday, 15 February 20
U.S. COAL PRODUCTION WILL TOTAL 595 MMST IN 2020, DOWN 14% FROM 2019 - EIA
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019.
Lower ...
Friday, 14 February 20
WHY THE WORLD ECONOMY WILL BE FACING CHINA'S CORONAVIRUS FOR A LONG TIME - CNBC
Everywhere we look we see the headlines and commentators talking about the coronavirus and its impact on tourism, trade and investment between Chin ...
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- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Merrill Lynch Commodities Europe
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- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Wilmar Investment Holdings
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- Jorong Barutama Greston.PT - Indonesia
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- VISA Power Limited - India
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Global Business Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Planning Commission, India
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
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