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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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Wednesday, 14 April 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 1.10 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.05 points Monday, down 1.10 percent week on week.
The index, released by Chi ...
Wednesday, 14 April 21
MARKET INSIGHT - INTERMODAL
After a series of months where the dry bulk sector was attracting most of the buying interest, tankers SnP activity spiked in the previous weeks. O ...
Tuesday, 13 April 21
INDONESIAN COAL PRICE REFERENCE IN APRIL UP AGAIN ON FIRM DEMAND
COALspot.com: The Indonesia coal price reference for April 2021 settles at US$ 86.68 per ton FOB vessel.
The Indonesia coal pr ...
Monday, 12 April 21
CHINA'S ECONOMIC RECOVERY PUSHES COAL MINES TO INCREASE YIELD - GLOBAL TIMES
China’s fast economic rebound from coronavirus has driven up electricity demand, leading to higher consumption of coal which is seeing rising ...
Monday, 12 April 21
GLOBAL COAL PRODUCTION EXPECTED TO RISE BY 3.5% IN 2021, SAYS GLOBALDATA
Global coal output is estimated to have declined by 2% in 2020 due to COVID-19-related lockdowns and restrictions, with significant reductions obse ...
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- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
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- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
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- Singapore Mercantile Exchange
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- SMC Global Power, Philippines
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- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
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- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
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- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Economic Council, Georgia
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
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- Bhatia International Limited - India
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- GVK Power & Infra Limited - India
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- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
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- Parliament of New Zealand
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- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- Bhushan Steel Limited - India
- The University of Queensland
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
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