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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, 11 January 20
SUPRAMAX: INDONESIA COAL RUNS, A 58,000DWT SHIP WAS RUMOURED FIXED DELIVERY KALIMANTAN, REDELIVERY WEST COAST INDIA, IN THE $4,000S - BALTIC BRIEFING
Capesize
Closing out the first full trading week of 2020, the Capesize market is struggling to gain any solid positive upward traction. Opening ...
Friday, 10 January 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remains flat
China’s benchmark power coal price remained flat during the past week.
...
Thursday, 09 January 20
NEW IMO LIFEBOAT REQUIREMENTS ENTER INTO FORCE - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Three new compulsory IMO resolutions entered into force on 1 January 2020. These resolutions deal with the maintenance, t ...
Thursday, 09 January 20
INDIA'S NEW EASED MINING RULES TO ENHANCE FOREIGN PARTICIPATION IN COAL SECTOR: MINISTER
India’s cabinet has eased mining laws in a bid to attract foreign players to the domestic coal sector and reduce imports of the fuel, coal mi ...
Thursday, 09 January 20
SUPRAMAX: A NUMBER OF INDONESIAN ROUND TRIPS WERE REPORTED AT BELLOW USD 5,000 PD LEVELS - FEARNLEYS
Capesize
The Capesize market has hit new low's in the first week of the new year, with the West Australia route being fixed at USD 6.6 being ...
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- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- White Energy Company Limited
- Electricity Authority, New Zealand
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Ministry of Transport, Egypt
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
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