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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, 08 January 20
WHAT IS BIMCO THINKING ABOUT 2020? - BIMCO
Every year, BIMCO considers what is in store for the shipping industry and for BIMCO in the coming years, while also reflecting on the year gone by ...
Wednesday, 08 January 20
VINACOMIN SETS TO SELL 49 MILLION TONNES OF COAL IN 2020 - VIETNAM NET
The Vietnam National Coal-Mineral Industries Holding Corporation Limited (Vinacomin) has set to sell 49 million tonnes of coal in 2020, a year-on-y ...
Wednesday, 08 January 20
CHINA'S COAL-RICH PROVINCE CUTS 18.95 MLN TONNES OF CAPACITY IN 2019 - XINHUA
North China’s Shanxi Province reduced its coal production capacity by 18.95 million tonnes by closing 18 coal mines in 2019.
A ...
Wednesday, 08 January 20
JANUARY INDONESIAN COAL PRICE REFERENCE SLIPS US$ 0.37 MOM
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Tuesday, 07 January 20
CLEANER AIR IN 2020: 0.5% SULPHUR CAP FOR SHIPS ENTERS INTO FORCE WORLDWIDE - EUROPEAN COMMISSION
From 1 January 2020, the maximum sulphur content of marine fuels is reduced to 0.5% (down from 3.5%) globally – reducing air pollution and pr ...
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- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- CNBM International Corporation - China
- ASAPP Information Group - India
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- New Zealand Coal & Carbon
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- White Energy Company Limited
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
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