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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, 14 February 20
KOWEPO INVITED BIDS FOR 1.275 MILLION TONS OF MIN. 5,600 NCV COAL
COALspot.com: Korea Western Power Co. Ltd (KOWEPO). as a representative of five Korean Gencos has issued an international tender for total 1,275,00 ...
Friday, 14 February 20
IS THE US COAL INDUSTRY COMPLETELY BURNED OUT? -FORBES
This is the fourth of a multi-part series on the state of the main sources of energy in the US and how they compare globally. The series will cover ...
Friday, 14 February 20
FITCH RTGS: GLOBAL PORTS VULNERABLE TO CORONAVIRUS - RELATED VOLUME DECLINES
Global ports will see reduced trade volumes as a result of the coronavirus, COVID-19, which would become more severe should Chinese production take ...
Thursday, 13 February 20
INDIA: MAJOR PORTS SHOW MUTED GROWTH IN CARGO AS THERMAL COAL VOLUME SLIDES 15% - BUSINESS STANDARD
A sharp slide of 15 per cent in thermal coal volumes weighed on the performance of major ports during the period of April-January of FY20. The majo ...
Wednesday, 12 February 20
REFINING SET FOR A CHALLENGING 2020 - WOOD MACKENZIE
Downstream isn’t the glamorous end of the oil business. And in Big Oil, it’s typically dwarfed by upstream. Yet having been forced to r ...
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- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- The University of Queensland
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- PTC India Limited - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
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