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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, 30 November 19
PANAMAX: LEVELS IMPROVED IN THE PACIFIC MARKET TOO WITH $11,000 BEING CONCLUDED ON AN 81,000DWT SHIP FOR AN INDONESIA TO CHINA COAL TRIP - BALTIC BRIEFING
Capesize
The market has been well supported over the past week, led primarily by the Atlantic Basin. After bottoming last week, sentiment was s ...
Friday, 29 November 19
FITCHRATINGS MAINTAINS NEGATIVE 2020 OUTLOOK ON SHIPPING, AS TIGHTER SUPPLY HELPS, BUT SOFTER DEMAND DRAGS
Fitch’s Sector Outlook: Negative
We maintain a negative sector outlook for global shipping because of the forecast slowdown of ...
Friday, 29 November 19
INDONESIA PRODUCES 390 MLN TONNES OF COAL IN JAN-SEPT: MINISTER - REUTERS
Indonesia’s production of coal for the January-September period was 390 million tonnes, Energy and Mineral Resources Minister Arifin Tasrif s ...
Wednesday, 27 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
As the end of the fourth quarter is approaching, one could say that the wet market has maintained the strong pace observed during the third qu ...
Tuesday, 26 November 19
PREPARATIONS INTENSIFY AS 1 JANUARY 2020 GLOBAL CUT IN SULPHUR IN SHIP'S FUEL OIL LOOMS: IMO
“IMO 2020” requirements for ships to cut sulphur oxide emissions enter into effect in just over one month’s time. This will signi ...
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- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- Indogreen Group - Indonesia
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Planning Commission, India
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- VISA Power Limited - India
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Globalindo Alam Lestari - Indonesia
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
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