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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, 04 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
Dry bulk freight rates rebounded last week, a development that came as a relief following the recent negative sentiment that prevailed in the marke ...
Wednesday, 04 December 19
INDONESIA REVIEWING RULES MANDATING COAL SALES TO LOCAL BUYERS: OFFICIAL - REUTERS
Indonesia is reviewing rules that require coal miners to sell a portion of their coal to local buyers, a government official said on Monday, as sup ...
Tuesday, 03 December 19
STABILITY AND COMPATIBILITY OF VERY LOW SULPHUR FUEL OILS - GARD
In order to meet increasing restrictions on the sulphur content in marine fuel as defined by MARPOL Annex VI Regulation 14.1.3, the characteristics ...
Monday, 02 December 19
COAL PRODUCTION IN INDIA UP BY 164.58 MT IN 5 YEARS - BUSINESS LINE
Raw coal production in the country has increased from 567.77 million tons (MT) in 2013-14 to 730.35 MT in 2018-19, Union Coal and Parliamentary Aff ...
Monday, 02 December 19
OPEC PREPS FOR OIL'S 2020 BALANCING ACT - WOOD MACKENZIE
What steps should OPEC and its non-OPEC partners take to keep the market in balance in 2020? Ahead of OPEC’s meeting in Vienna on 5 and 6 Dec ...
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- Ministry of Transport, Egypt
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Neyveli Lignite Corporation Ltd, - India
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Bhatia International Limited - India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Australian Coal Association
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
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