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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, 22 November 23
INDIA: GOVERNMENT PLANS 1.4 BILLION TONNE COAL OUTPUT BY 2027 - LIVEMINT
The Union coal ministry on Monday announced plans to increase India’s coal production to 1.404 billion tonne by 2027, with an eye to further ...
Wednesday, 22 November 23
OBLIGATION. INDONESIA AIMS TO START COLLECTING LEVIES FROM COAL MINERS IN JANUARY - REUTERS
Indonesia plans to start collecting levies from coal miners in January to be used to compensate miners who sell coal to the state utility at lower ...
Tuesday, 21 November 23
INDIAN COAL POWER PLANTS’ CAPACITY UTILISATION WILL IMPROVE TO 65% THIS FISCAL: - CRISIL
Coal-based thermal power units’ plant load factor (PLF) or capacity utilisation will improve to 65 percent in the current fiscal year despite ...
Tuesday, 14 November 23
CAPITAL PRODUCT PARTNERS L.P. ANNOUNCES TRANSFORMATIVE TRANSACTION INCLUDING THE ACQUISITION OF 11 NEWBUILD LNG CARRIERS FOR $3.1 BILLION
Capital Product Partners L.P. announced that it has entered into an umbrella agreement (the “Umbrella Agreement”) with Capital Maritime ...
Tuesday, 14 November 23
COAL INDIA BEATS Q2 PROFIT VIEW ON HIGH POWER DEMAND AMID WEAK MONSOON - REUTERS
Coal India on Friday reported better-than-expected second-quarter profit, helped by high power demand and boosted production amid a weak monsoon.
...
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- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- Aboitiz Power Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Miang Besar Coal Terminal - Indonesia
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
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