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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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Sunday, 09 February 20
SUPRAMAX: THE ASIAN ARENA STRUGGLED, A 50,000DWT SHIP FIXING A COAL RUN FROM EAST KALIMANTAN TO INDIA AT $2,000 - THE BALTIC BRIEFING
Capesize
The Capesize market endured another dreadful week of calamitous rate level falls, as the usual season low Q1 period combined with rece ...
Friday, 07 February 20
CIL LOOKING TO TAP NON-POWER SECTORS FOR INCREMENTAL COAL, PTI REPORTED
The miner is looking to ramp up production to meet its targets for the current fiscal at a time when the economic slowdown is impacting demand for ...
Friday, 07 February 20
VIRUS - HIT CHINA MAY NEED MORE IMPORTS OF COAL. NOW COMES THE TRICKY PART - SHIPPING IT THERE: REUTERS
China’s domestic coal mines are struggling to ramp up production in the face of the ongoing coronavirus epidemic. That’s a situation th ...
Friday, 07 February 20
CORONAVIRUS IMPACTING THE GLOBAL SHIPPING INDUSTRY - BIMCO
The outbreak of the novel Coronavirus has dented market sentiment and spooked markets around the globe. When China sneezes, we all catch the flu. T ...
Thursday, 06 February 20
CAPE: WEAK SUPPLY/DEMAND RATIO THE STREETS REMAIN BLOODY FOR THE BIG SHIPS - FEARNLEYS
Cape: With still a weak supply/demand ratio the streets remain bloody for the big ships, and actual spot earnings are close to zero on main short-h ...
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- Economic Council, Georgia
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- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
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- Minerals Council of Australia
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- Madhucon Powers Ltd - India
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- Ceylon Electricity Board - Sri Lanka
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- Kapuas Tunggal Persada - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
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- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
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- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Planning Commission, India
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
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- White Energy Company Limited
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- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
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- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
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- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
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- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
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- Ministry of Mines - Canada
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- AsiaOL BioFuels Corp., Philippines
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
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- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
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- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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- CNBM International Corporation - China
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- Bukit Asam (Persero) Tbk - Indonesia
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- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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