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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, 24 June 24
PHILIPPINES COAL SUPPLY ENOUGH UNTIL 2030 - PHILSTAR GLOBAL
The country’s existing coal-fired power plants are sufficient to ensure enough base load capacity in the next six years, Energy Secretary Rap ...
Friday, 14 June 24
NEXTDECADE, SAUDI ARAMCO SIGN 20-YEAR LNG SUPPLY DEAL - REUTERS
U.S. liquefied natural gas (LNG) provider NextDecade has signed a non-binding agreement with Saudi Aramco 2222.SE to supply 1.2 million tonnes per ...
Friday, 14 June 24
NEWBUILDING PRICES CLIMB 3% TO HIGHEST LEVEL IN 16 YEARS - NIELS RASMUSSEN
“Since the start of the year, newbuilding prices have risen 3% to their highest level since 2008. Compared to their most recent low in late 2 ...
Friday, 14 June 24
INDIA TARGETS HIGHER DOMESTIC COAL PRODUCTION, REDUCED IMPORTS: GOVT - REUTERS
India wants to reduce coal imports and increase domestic production, federal coal minister G. Kishan Reddy said on Thursday.
The cou ...
Thursday, 13 June 24
US LNG TO ASIA FOR POWER GENERATION EXPECTED TO CUT EMISSIONS VERSUS COAL - RYSTAD ENERGY
The value-chain emissions of liquified natural gas (LNG) are lower on average than for coal-fired power generation, even when the fuel is shipp ...
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- Kaltim Prima Coal - Indonesia
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- Australian Coal Association
- Planning Commission, India
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- Bangladesh Power Developement Board
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- Georgia Ports Authority, United States
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- IHS Mccloskey Coal Group - USA
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- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- Electricity Authority, New Zealand
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- Wood Mackenzie - Singapore
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- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
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- Standard Chartered Bank - UAE
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- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Economic Council, Georgia
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- Minerals Council of Australia
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- GMR Energy Limited - India
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- Ministry of Finance - Indonesia
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- Goldman Sachs - Singapore
- Parliament of New Zealand
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- ASAPP Information Group - India
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
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- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
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- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- VISA Power Limited - India
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
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- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- PTC India Limited - India
- Siam City Cement - Thailand
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- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
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