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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, 28 December 19
SUPRAMAX: A 63,000DWT VESSEL, OPEN CIGADING, FIXED A TRIP VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $8,500 - BALTIC BRIEFING
Capesize
The Capesize market this past week has been attempting to recalibrate itself in consideration of weakening freight levels and increasing ...
Saturday, 28 December 19
CHINESE INDUSTRIAL CITY TO FURTHER CUT COAL CONSUMPTION - XINHUA
Harbin, capital city of Heilongjiang Province in China’s northeastern industrial heartland, is planning to further reduce its coal consumptio ...
Friday, 27 December 19
MISERY LOOMS OVER TOP COAL SHIPPERS AS CHINA TO BUY LESS IN 2020 BLOOMBERG
China isn’t cutting back on consumption of the most-polluting fossil fuel just yet, but it is set to reduce imports.
The world ...
Thursday, 26 December 19
REVIEW OF 2019 AND OUTLOOK FOR 2020 - OPEC
Global economic growth slowed in 2019, impacted by a variety of challenges. Trade issues not only led to reduction in global final consumption but ...
Wednesday, 25 December 19
COVER FOR WAR AND TERRORISM RISKS, AND COVER IN RESPECT OF BIOLOGICAL AND BIO-CHEMICAL WEAPONS - 2020 POLICY YEAR: AMERICAN CLUB
KNOWLEDGE TO ELEVATE
This Circular describes the arrangements which have been made to provide special cover for war and terrorism risks, and c ...
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Showing 1221 to 1225 news of total 6871 |
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- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Economic Council, Georgia
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Medco Energi Mining Internasional
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
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