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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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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- IEA Clean Coal Centre - UK
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- VISA Power Limited - India
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- SN Aboitiz Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- White Energy Company Limited
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
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