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