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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, 04 February 20
CAPE: THE AVERAGE EARNINGS PER DAY FELL BENEATH THE USD 4,000, A LEVEL CONSIDERABLY BELOW EVEN THE MOST CONSERVATIVE OPEX LEVELS - ALLIED
The recent slump in the dry bulk freight market may well have been expected to some degree, but despite this the shock was still overwhelming when ...
Monday, 03 February 20
KOWEPO INVITING BIDS FOR 2.46 MILLION TONS OF MIN.5700 AND MIN.5600 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,460,000 tons of (Sub) Bitum ...
Sunday, 02 February 20
NOVEL CORONAVIRUS OUTBREAK IN CHINA - STANDARD CLUB
Members will be aware of the recent novel coronavirus outbreak in China, which has now been declared a global emergency by the World Health Organis ...
Sunday, 02 February 20
SUPRAMAX: A 52,000DWT SHIP WAS FIXED BASIS DELIVERY SOUTH KALIMANTAN TRIP TO INDIA, AT $6,000 - BALTIC BRIEFING
Capesize
The week proved conspicuous for all the wrong reasons. This was the week when the Baltic Capesize Index (BCI) turned negative, closing ...
Saturday, 01 February 20
50 MILLION PEOPLE QUARANTINED IN CHINA TO CONTAIN SPREAD OF CORONAVIRUS - HOW DOES IT AFFECT SHIPPING? - BIMCO
The outbreak of the novel coronavirus, declared a global health emergency by the WHO, has caused massive uncertainty across the global markets with ...
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- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Economic Council, Georgia
- Videocon Industries ltd - India
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- Siam City Cement PLC, Thailand
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
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