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Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
 While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even speculate that 2021 will be a better year, even if the bar is set too low given to “what went down” last year.
The reality is that positive signs especially for the dry bulk market were seen as early as last summer when the market was slowly showing signs of better days to come. It took some time for shipowners to assimilate the possibility that we are heading towards better days - and nobody can blame them for being sceptical - but the increase on second hand transactions is the most obvious vote of confidence.
If we make a comparison between the number of transactions that materialized during the second half of 2019 and 2020, it is clear that despite the market challenges and uncertainty, investors' confidence remained strong during 2H2020 with second hand deals being up by 18% compared to last year transactions with the most notable acceleration taking place during December.
Of course, this is not the first time that the dry bulk transactions have experienced increased activity. What makes this period different compared to the previous time in my opinion is that it's not only sentiment driven.
Dry Bulk commodity prices have recently experienced an inflection to multi-year highs, amid increased demand after the market got used to a COVID-19 reality. The weather played its part with record low temperatures which favoured coal demand but also created congestion at discharging ports, on top of China’s coal import restrictions from Australia.
Adding to this mix the fact that we expect fleet growth to remain subdued in the next 2 years, it does not take much for the demand - supply balance to improve.
So now we have a perfect storm and this time the storm is working for the market’s favor. It has been a while since the last time this has happened.
It's normal to expect that eventually new building contracting activity will increase but this will only start taking place once second hand values reach levels that are not sustainable. For now, second hand vessels make sense, and let's hope that owners will not rush to NBs as they have done in the past.
Not leaving sentiment out of the equation, we could also speculate that the positive effect expected by the Regional Comprehensive Economic Partnership which is expected to largely influence the container market will rub off to the dry market as well.
Overall, things are looking up and if the order book stays in check the market will do more than just ok in the years to come.
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 May 21
U.S. COAL PRODUCTION TO INCREASE BY 43 MMST IN 2021 TOTAL 582 MILLION SHORT TONS - EIA
U.S. energy Information Administration expects U.S. coal production to total 582 million short tons (MMst) in 2021, 43 MMst (8%) more than in 2020. ...
Wednesday, 12 May 21
MARKET INSIGHT - INTERMODAL
Tanker S&P is finally back!
For an extended period, Dry bulk & Wet market rates have been diverging, with the SnP deals on each sect ...
Monday, 10 May 21
PAKISTAN: COAL GASIFICATION AND LIQUEFACTION HARMFUL TO ECONOMY - IEEFA
There is no second life for coal
Pakistan’s intention to use coal for power production through gasification and liquefaction technologie ...
Sunday, 09 May 21
HERE'S WHY INVESTORS ARE POURING MONEY INTO COAL, DESPITE ITS BLEAK FUTURE - FORBES
Coal stocks have surged this year – along with the wider energy sector – but experts warn these are likely short-term gains for an indu ...
Sunday, 09 May 21
MAYBANK TO STOP COAL FINANCING - BERNAMA
Malayan Banking Bhd (Maybank) will stop financing new coal activities as part of its sustainable agenda.
Currently, coal financing m ...
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- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Coal Association
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- White Energy Company Limited
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Parry Sugars Refinery, India
- Directorate Of Revenue Intelligence - India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Posco Energy - South Korea
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Medco Energi Mining Internasional
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- OPG Power Generation Pvt Ltd - India
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
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