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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, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
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- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Tata Chemicals Ltd - India
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Parliament of New Zealand
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Commonwealth Bank - Australia
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
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