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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, 28 June 24
INDIAN POWER STATIONS STOCKED WITH BUMPER COAL SUPPLY AS TRANSPORT WOES EASE - BUSINESS STANDARD
Even as power demand has touched a historic high of 250 gigawatts (Gw) amid sweltering heat this June, India’s power stations are stocked wit ...
Friday, 28 June 24
INDIA'S CY23 COAL USE LARGER THAN NORTH AMERICA, EUROPE COMBINED - THE HINDU
For the first time, India’s coal consumption surpassed that of North America and Europe combined in the calendar year 2023, said Energy Insti ...
Monday, 24 June 24
PLN'S FINANCIAL SUSTAINABILITY RESTS ON ACCELERATED COAL RETIREMENT AND RENEWABLES DEPLOYMENT - MUTYA YUSTIKA
On 28 May 2024, Indonesia’s national electricity utility, PT Perusahaan Listrik Negara (PLN), released its financial report for 2023. Althoug ...
Monday, 24 June 24
INDIA'S COAL-BASED POWER DEMAND AT ALL-TIME HIGH, GOVERNMENT SAYS - REUTERS
India’s demand for coal-based power has risen by 7.3% this fiscal year to an all-time high, the government said in a statement on Wednesday.
...
Monday, 24 June 24
CHINA'S COAL INDUSTRY TURNS GREENER THROUGH INNOVATIVE APPROACHES - PEOPLE'S DAILY
At an opencast mine operated by Inner Mongolia Pingzhuang Coal Group Co. Ltd., a subsidiary of CHN Energy Investment Group (CHN Energy), a 14-meter ...
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- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- IEA Clean Coal Centre - UK
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Orica Australia Pty. Ltd.
- Thiess Contractors Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PNOC Exploration Corporation - Philippines
- Renaissance Capital - South Africa
- Planning Commission, India
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Pendopo Energi Batubara - Indonesia
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
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