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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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Tuesday, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
...
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- Economic Council, Georgia
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- Chamber of Mines of South Africa
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Planning Commission, India
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Xindia Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
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