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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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Sunday, 18 April 21
INDONESIA LIKELY TO WITNESS 119 OIL AND GAS PROJECTS STARTS ACROSS VALUE CHAIN BY 2025, SAYS GLOBALDATA
Indonesia is expected to witness 119 oil and gas projects commencing their operations across value chain during 2021-2025, accounting for 6% of the ...
Sunday, 18 April 21
WORLDSTEEL RAISES 2021 STEEL DEMAND GROWTH FORECAST TO 5.8% - WORLDSTEEL
The World Steel Association (worldsteel) today released its Short Range Outlook (SRO) for 2021 and 2022. worldsteel forecasts that steel demand wil ...
Sunday, 18 April 21
CHINA'S Q1 COAL OUTPUT RISES 16% ON STRONG DEMAND FOR WINTER HEATING - REUTERS
China’s coal output rose 16% in the first quarter from the same period last year, bolstered by strong demand for winter heating and robust in ...
Wednesday, 14 April 21
INDIA HAS A RECORD LEVEL OF STOCKPILED COAL DAMPENING NEED FOR NEW DOMESTIC MINES - IEEFA
Proposed coal mining expansions at odds with excess supply
India has stockpiled a record 132 million tonnes of coal – enough t ...
Wednesday, 14 April 21
BANGLADESH NEEDS A RENEWABLES FOCUS, NOT A SWITCH FROM 'COAL TO GAS' - IEEFA
Renewables are cheaper and more sustainable than gas imports, and can provide better energy security in developing nations
The emerg ...
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- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Economic Council, Georgia
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- White Energy Company Limited
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
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