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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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Monday, 30 December 19
AUSTRALIAN MINERS HIT BY LOWEST THERMAL COAL PRICE IN MORE THAN A DECADE - THE GUARDIAN
Australian coal exporters have experienced the biggest annual drop in thermal coal prices in more than a decade during 2019, raising doubts about i ...
Monday, 30 December 19
INDIA'S COAL IMPORTS RISE 4% TO 161.43 MT IN APRIL-NOVEMBER 2019 - PTI
The country’s coal imports registered an increase of 4.4 per cent to 161.43 million tonnes (MT) in the April-November period of the ongoing f ...
Sunday, 29 December 19
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Sunday, 29 December 19
IMO 2020 COMPLIANCE: IT'S UP TO US TO BE GOOD CITIZENS - IBIA
One of the concerns around implementation of the 0.50% sulphur limit has been, and continues to be, the need for effective enforcement to ensure a ...
Sunday, 29 December 19
AUSTRALIA SUFFERS WORST OF CHINA'S COAL CURBS AFTER EARLIER BOOM - BLOOMBERG
Australia is bearing the brunt of China’s year-end coal import restrictions, ceding market share to other exporters including Russia and Mong ...
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Showing 1216 to 1220 news of total 6871 |
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Globalindo Alam Lestari - Indonesia
- Attock Cement Pakistan Limited
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- The University of Queensland
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- McConnell Dowell - Australia
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- Australian Coal Association
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