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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, 01 February 20
THERMAL COAL MARKETS: 5 TRENDS TO WATCH OUT FOR IN 2020 - MINING REVIEW
The seaborne thermal coal market entered the year challenged by low priced LNG in the Atlantic and rapidly increasing supply in the Pacific.
&n ...
Saturday, 01 February 20
COAL IS NOT GOING ANYWHERE - MINING REVIEW
The coal sector is living under the constant threat of being blamed by environmentalists as being responsible for a world disaster called global wa ...
Saturday, 01 February 20
CIL PRODUCTION TO NOT EXCEED 640 MILLION TON IN FY20: OFFICIAL - PTI
Hit by disruptions due to a prolonged monsoon, mining major Coal India Ltd’s production in the current fiscal will not exceed 640 million ton ...
Saturday, 01 February 20
WHO PAYS FOR IMO 2020? - FREIGHT WAVES
The United Nations’ International Maritime Organization (IMO) implemented its low-sulfur fuel mandate on January 1, 2020. Full enforcement be ...
Friday, 31 January 20
EIA EXPECTS U.S. ELECTRICITY GENERATION FROM RENEWABLES TO SOON SURPASS NUCLEAR AND COAL
In the latest long-term projections, the U.S Energy Information Administration (EIA) projects electricity generation from renewable sources such as ...
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- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- Planning Commission, India
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Australian Coal Association
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- The University of Queensland
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Georgia Ports Authority, United States
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Cigading International Bulk Terminal - Indonesia
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
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