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Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
 The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the phenomenon will last compared also to the SARS outbreak in 2002. By now it is evident that the spread of the virus has been much more rapid, with more than 40,000 incidents and 1,000 deaths officially reported across 25 countries to date, while these figures are expected to keep going up.
The current situation has affected various businesses and industries around the globe and especially the shipping industry. The outbreak has knocked what was a positive sentiment during the start of the year across all sectors and disturbed the markets worldwide. The markets that are deeply dependent to China’s trade have been heavily affected, while the outbreak came to a period concurrent with the Chinese New Year holidays. The extended period of China’s shutdown has shrunk trade volumes worldwide and freight rates across all sectors have plummeted. It is safe to say that the economic distress will affect the China’s economic growth for the first quarter of 2020 and the annual GDP growth as well.
The central location of Wuhan, where the virus originated, which is strategically located on the Yangtze River, is one of the globe’s busiest waterways. More than two billion tonnes of cargo are transported through ports on the mainstream of the river every year. Likewise, more than 80% of China’s inland marine traffic moves on the Yangtze River, while Wuhan itself handles close to 1.5 mill containers a year. Seven out of the ten container ports are located in China and seems that the container industry will be the first to feel the turmoil from the virus effect.
Through Wuhan thousands of tons of coal, steel and crude oil are supplied. Therefore, any major situation that grounds for prolonged disruption on the supply chain from these regions results to great effects for both China and every shareholder that is in business with China and imports goods from there. Moreover, the factories shutdown has resulted in a slowdown of manufacturing and industrial production. As discussed the intra-Asian container shipping market is the first to feel the effect from the Coronavirus and it is expected that the long-haul trades to North America and Europe will be affected. The extended holidays and emergency measures to tackle the virus are estimated to reduce cargo volumes at Chinese ports including Hong Kong by over 6 million TEUs (20 foot equivalent units) in the first quarter of 2020 and forecast global container throughput growth would fall by at least 0.7% in 2020.
Looking forward, the industry widely believes this dynamic will be short – lived. As it was the case with SARS in the past, the supply chains should hopefully resume, resulting in a demand surge, increased trade volumes and even higher than before the virus outbreak freight rates.
By Stelios Kollintzas
Tanker Chartering 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, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
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- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- PTC India Limited - India
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Ambuja Cements Ltd - India
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
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