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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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Wednesday, 15 January 20
ASIA PACIFIC GAS AND LNG - 6 THEMES TO WATCH IN 2020 - WOOD MACKENZIE
NEWS RELEASE
Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020
Asian LNG spot pr ...
Wednesday, 15 January 20
PREDICTIONS FOR 2020: 'SLOWBALISATION" IS THE NEW GLOBALISATION - PWC
Projecting what the future holds is an important exercise for businesses looking to plan ahead. Below we present a summary of some of the themes we ...
Wednesday, 15 January 20
SHIPPING MARKET INSIGHT - INERMODAL
Happy New Year and all the best for IMO 2020 !!
The early days of IMO 2020 coming into force have certainly had an impact on the indus ...
Tuesday, 14 January 20
SOLAS AMENDMENTS ENTERING INTO FORCE 1 JANUARY 2020 - STANDARD CLUB
While the latest amendments to MARPOL annex VI which entered into force on 1 January 2020 limiting the SOx emissions from ships has been the centre ...
Tuesday, 14 January 20
MABUX: BUNKER MARKET THIS MORNING, JAN.14
MABUX World Bunker Index (consists of a range of prices for 380 HSFO, 180 HSFO and MGO (Gasoil) in the main world hubs) changed insignificant and i ...
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- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Planning Commission, India
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Power Finance Corporation Ltd., India
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Eastern Energy - Thailand
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
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