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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, 07 December 19
SOUTH AFRICAN COAL PRICE SURGE, WHILE OTHERS LANGUISH, IS TROUBLING - REUTERS
Coal prices around the world are gently sliding as demand from top importers such as China, India and even Europe remains subdued amid a so far mil ...
Saturday, 07 December 19
SUPRAMAX: OVERALL, THE BALTIC SUPRAMAX INDEX REMAINED IN POSITIVE MODE, DESPITE SOME AREAS LACKING FRESH ACTIVITY - BALTIC BRIEFING
Capesize
This week the Capesize market maintained healthy earnings, as an end of year surge took the Capesize 5TC back up to $25,202 by mid-wee ...
Friday, 06 December 19
INDONESIA COAL BENCHMARK PRICE FOR DECEMBER INCREASES BY US 3 CENTS MOM
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Thursday, 05 December 19
IMO 2020 IS ABOUT TO GET REAL - GAVIN THOMPSON
As I write this edition of the APAC Energy Buzz from my desk in Singapore I can see ships. Lots of ships. No surprise given that Singapore is among ...
Wednesday, 04 December 19
FITCH RATINGS: CASH FLOW GENERATION TO SLOW DOWN FOR INDONESIAN COAL MINERS
Fitch Ratings' negative outlook on the Indonesian coal-mining sector reflects our view of weaker cash flow generation on account of declining c ...
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- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- London Commodity Brokers - England
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Anglo American - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- Planning Commission, India
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
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