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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, 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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- ASAPP Information Group - India
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Planning Commission, India
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- VISA Power Limited - India
- GMR Energy Limited - India
- Eastern Coal Council - USA
- White Energy Company Limited
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Parliament of New Zealand
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
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