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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, 12 December 19
KOWEPO INVITING BIDS FOR 2.28 MILLION TONS OF MIN.4,400 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,280,000 tons of (Sub) Bitum ...
Wednesday, 11 December 19
PANAMAX: THE MARKET REMAINED FIRM IN THE PACIFIC, WITH INCREASED ACTIVITY NOTED IN KEY AREAS, SUCH AS INDONESIA - ALLIED
Capesize – Positive momentum was resumed this past week, with earnings mak-ing some gains once again. This rising pattern was reflected in th ...
Tuesday, 10 December 19
PREPARATIONS INTENSIFY AS IMO 2020 GLOBAL SULPHUR CAP LOOMS - STANDARD CLUB
With less than a month to go for the impending IMO 2020 global sulphur cap, the club has started witnessing dispute cases relating to the measureme ...
Monday, 09 December 19
KOREA SOUTHERN POWER CO LTD IS INVITING OFFERS FOR MIN 3700 NCV COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd has issued an international tender for 160,000 Tons steam coal.
Acco ...
Saturday, 07 December 19
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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- Globalindo Alam Lestari - Indonesia
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- PTC India Limited - India
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Planning Commission, India
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Minerals Council of Australia
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- Uttam Galva Steels Limited - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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