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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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Thursday, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
Thursday, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
Tuesday, 21 January 20
ASIA'S APPETITE FOR COAL GROWS, WITH CHINA THE KEY DECIDER - NIKKEI
Although renewable power generation is expected to rise significantly in Asia, India’s vast electricity needs will still underpin global dema ...
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- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- VISA Power Limited - India
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Posco Energy - South Korea
- Deloitte Consulting - India
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- The University of Queensland
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Aditya Birla Group - India
- Latin American Coal - Colombia
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
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