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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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Friday, 06 September 24
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- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- PTC India Limited - India
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- MS Steel International - UAE
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Indian Energy Exchange, India
- CNBM International Corporation - China
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Global Business Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
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