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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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Sunday, 22 December 19
TRADING PLACES FOR 2020 - BALTIC EXCHANGE
In the sea of 2020 predictions, Saxo Bank’s Outrageous Predictions sail their own very unique course. For nearly 20 years the Danish investme ...
Saturday, 21 December 19
SUPRAMAX: A 63,000 DWT 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 increasi ...
Saturday, 21 December 19
SHIPPING'S SUPPLY AND DEMAND TRENDING OFF BALANCE - BIMCO
One of the most worrying trends that has developed recently – which will affect shipping demand in the years to come – is the falling t ...
Friday, 20 December 19
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 19 December 19
COAL POWER GENERATION CONTINUES TO DECLINE IN GERMANY: DESTATIS, XINHUA REPORTED
The volume of electricity generated in coal-fired power plants in Germany decreased “markedly” by 37 percent to 34 billion kilowatt-hou ...
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- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- The University of Queensland
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Posco Energy - South Korea
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Australian Coal Association
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
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