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Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
 As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to break a nine year record with iron ore imports increasing this year to above one billion tonnes. The outlook on the market price of iron ore is also strong, since apart from the effect of the underlying fundamentals and the current momentum driven by China, as a commodity it is now trading at the highest level since late 2011 up nearly 80% in 2020.
China’s iron ore imports, which are primarily from Australia and Brazil, are playing a significant role in seaborne trade dynamics and the Capesize freight market in particular. Despite the recent tensions between Australia and China and the results of that on coal trade in particular, we expect an intensive demand for both materials during the remainder of the year. Hopefully during the next year as well. In the first and second quarter of the new year, we are all also hoping at the same time for effective vaccines to allow global commerce to restart and return to a certain “new normal, hopefully boosting activity on an even more broader scope across all dry bulk segments.
On the coal trade front, Australia and Indonesia account for 78% of total Chinese imports. Both countries offer short sailing distances to China and the recent escalation of political tensions between China and Australia led to an unofficial ban on Australian coal entering China, which put in force in early November. This has essentially meant that all vessels loaded with Australian coal approaching Chinese ports are now anchored off Chinese ports, some stranded there even for months. Furthermore, it was reported that China recently inked a US$1.5 billion worth of thermal coal deal with Indonesia, which represents a significant volume of Indonesian coal expected to reach China within 2021.
Looking at iron ore demand, the main driver for the Capesize freight market, China's demand is expected to remain high over the next 12 months; although Chinese steelmakers may seek to reduce production slightly should the iron ore prices remain at such a high level that renders many of them unprofitable. Iron ore demand in many other countries of the world is expected to stay below its 2019 level, with a range of steelmakers in Europe and South Asia remaining closed or in a slowdown and not expected to return to production until iron ore prices drop.
China will release its five-year plan for the period 2021-2025 in March next year. The plan is expected to include a renewed focus on infrastructure rollouts and more rapid urbanisation, particularly in central and western China, which will in turn impact steel demand. By that time, in March, we will have a more positive outlook on the Covid-19 situation and more clear insight on the effect of the vaccine on the greater population and its economies. Interesting times ahead of us, let’s see how this will affect seaborne shipping in a new year where we are all expecting a much better landscape.
By Christopher Whitty
Director, Towage & Marine Port Services
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, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
Wednesday, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
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- Central Electricity Authority - India
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Bhatia International Limited - India
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Goldman Sachs - Singapore
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Economic Council, Georgia
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- PTC India Limited - India
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Planning Commission, India
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- White Energy Company Limited
- Carbofer General Trading SA - India
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- ICICI Bank Limited - India
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Mintek Dendrill Indonesia
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
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