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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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Tuesday, 07 January 20
BHP EYES INDIA FOR COAL GROWTH AS CHINA DEMAND FLATLINES - SYDNEY MORNING HERALD
Australia’s largest miner, BHP, believes the long-term trajectory of the emerging economy of India and the acceleration of its steelmaking ou ...
Sunday, 05 January 20
BUNKER QUALITY CLAIMS IN 2020 - ISSUES TO CONSIDER - CLYDE&CO
KNOWLEDGE TO ELEVATE
In recent years the shipping industry has faced a significant number of bunker quality claims, most notably ari ...
Saturday, 04 January 20
SUPRAMAX: A 53,000DWT VESSEL FIXING DELIVERY INDONESIA TRIP TO CHINA AT $4,000 AND A 58,000DWT SHIP FIXING DELIVERY EAST KALIMANTAN TRIP TO THAILAND AT $5,500 - BALTIC BRIEFING
Capesize
The New Year started with an erosion on pre-Christmas rates as the higher low sulphur fuel costs due to IMO 2020 affected levels. From ...
Thursday, 02 January 20
DMO 2020 PRICE SET FOR ELECTRICITY SECTOR - IAN WOLLFF
On the 26th December 2019, the Minister of Energy and Mineral Resources (ESDM) issued the decree No. 261.K/30.MEM/2019 about the States needs for c ...
Thursday, 02 January 20
SULPHUR 2020 COMPENDIUM - HOW ARE INDIVIDUAL PORT STATES EXPECTED TO REACT? - STANDARD CLUB
KNOWLEDGE TO ELEVATE
With the new sulphur limits soon to be in force, Standard Club has been investigating the ways in which certain jurisdict ...
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Showing 1211 to 1215 news of total 6871 |
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- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- White Energy Company Limited
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Independent Power Producers Association of India
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Standard Chartered Bank - UAE
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
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