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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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Thursday, 19 December 19
BANGLADESH'S NBR CUTS VAT ON COAL IMPORT FOR POWER PLANTS - THE DAILY STAR
The National Board of Revenue (NBR) reduced value added tax on the import of coal for power plants to 5 percent from present 15 percent for five ye ...
Wednesday, 18 December 19
AVERAGE PRICES OF COAL IN 2018 WERE MORE THAN 60% HIGHER THAN IN 2016 - IEA
Coal use grew again in 2018.
Global coal demand increased by 1.1%, continuing the rebound that began in 2017 after three years of decline ...
Wednesday, 18 December 19
ASIA IS SET TO SUPPORT GLOBAL COAL DEMAND FOR THE NEXT FIVE YEARS - IEA
Press Release: Global coal demand is expected to decline in 2019 but remain broadly stable over the next five years, supported by robust growth in ...
Wednesday, 18 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
As we all know very well by now, the reduction in the maximum allowable sulphur content of marine fuels in 2020 is likely to have a massive impact ...
Tuesday, 17 December 19
AUSTRALIA ENERGY MARKET OPERATOR TURNS SCROOGE ON COAL LOBBY: RUSSELL
Australia, which vies with Indonesia for the title of the world’s largest coal exporter, is planning for an electricity future where use of t ...
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- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Indika Energy - Indonesia
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- The University of Queensland
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Trasteel International SA, Italy
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
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