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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, 16 November 19
LIFE AFTER FOSSIL FUELS: THE DAYS OF OIL AND COAL TRANSPORTATION ARE NUMBERED - BALTIC EXCHANGE
With the world fiercely focused on a decarbonised future, fossil fuel movers and traders might rightly be reconsidering their future. But cast a wi ...
Saturday, 16 November 19
OIL MARKET REPORT: PAUSING TO REFLECT - IEA
Global oil demand in 3Q19 increased by 1.1 mb/d year-on-year (y-o-y), more than double the 435 kb/d seen in 2Q19. China’s demand increased by ...
Friday, 15 November 19
RISING ENERGY DEMAND IN SOUTHEAST ASIA TO BE MET AND SUPPORTED BY COAL - WORLD COAL
Last week the International Energy Agency (IEA) released its semi-annual Southeast Asia Energy Outlook report which outlines the latest insights in ...
Thursday, 14 November 19
EIA EXPECTS U.S. STEAM COAL EXPORTS TO FACE INCREASING COMPETITION FROM EASTERN EUROPEAN SOURCES
EIA expects total U.S. coal production in 2019 to total 698 million short tons (MMst), an 8% decrease from the 2018 level of 756 MMst. The decline ...
Wednesday, 13 November 19
INDONESIAN NOVEMBER COAL PRICE REFERENCE LOGS FIRST GAIN SINCE AUGUST
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
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- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Ind-Barath Power Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Timah Investasi Mineral - Indoneisa
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- The University of Queensland
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
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