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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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Monday, 25 November 19
COAL SUPPLY BY CIL TO POWER SECTOR DROPS OVER 8 PC TO 253 MT IN APRIL-OCTOBER - PTI
Supply of coal by state-owned CIL to the power sector registered a decline of 8.5 per cent to 253 million tonnes in the April-October period of thi ...
Monday, 25 November 19
A 53,000DWT SHIP FIXED AT $9,500 DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY VIETNAM - BALTIC BRIEFING
Capesize
After a week of value being eroded on the Capesize market, Friday brought improved sentiment across most of the routes. The 5TC averag ...
Monday, 25 November 19
KOWEPO INVITED 6.79 MILLION TONS OF (SUB)BITUMINOUS STEAM COAL BIDS
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for 6,798,000 tons of coal for 5 years ...
Friday, 22 November 19
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 22 November 19
FORTY PERCENT OF ADARO'S COAL SALES VOLUME IN 9M19 GOES TO THE SOUTHEAST ASIA REGION
PT Adaro Energy Tbk released its consolidated financial statements yesterday, for the nine month period, ending September 30, 2019.
...
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- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- SN Aboitiz Power Inc, Philippines
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
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