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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, 25 December 19
EXHAUST GAS CLEANING SYSTEMS (SCRUBBER) GUIDANCE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In a few weeks, IMO’s ‘global sulphur cap’ will take effect. The permitted levels of SOx in ship emissi ...
Wednesday, 25 December 19
INDONESIAN BUKIT ASAM TARGETS TO MINE 30 MLN T OF COAL IN 2020 - REUTERS
Indonesian state-owned coal miner PT Bukit Asam targets to produce around 30 million tonnes of coal in 2020, compared with an estimate of 28.5 mill ...
Wednesday, 25 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
As another year in the shipping industry is coming to an end, it is interesting to look at the dry bulk and tanker markets and how these performed ...
Monday, 23 December 19
VLSFO PRICING & AVAILABILITY NEEDS CAREFUL WATCHING - INTEGR8 FUELS
As we approach January 1st 2020 , the VLSFO price premium to HSFO has widened considerably
We are clearly well into the IMO 2020 transition; ch ...
Sunday, 22 December 19
NMDC DIVERSIFIES INTO COAL MINING - THE HINDU
Iron ore mining major NMDC has been allocated two coal blocks in Jharkhand for commercial mining by the Union Ministry of Coal.
Both ...
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Showing 1226 to 1230 news of total 6871 |
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- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- GMR Energy Limited - India
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Sical Logistics Limited - India
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- The University of Queensland
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
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