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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, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
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- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- VISA Power Limited - India
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Thiess Contractors Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Electricity Generating Authority of Thailand
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Australian Coal Association
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- Aditya Birla Group - India
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Ministry of Mines - Canada
- Deloitte Consulting - India
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
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