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Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
 In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and developing countries continue to fall behind due to shortages of anti-crown vaccines. The bank raised its forecast by 1.5 points to 5.6% for global growth in 2021 with China touching 8.5% and the US at 6.8%.
Europe has been lagging the stimulus momentum of the US, but recently they made a decisive step with the European Central Bank President Christine Lagarde advising investors to prepare for a new guidance on monetary support in 10 days and heralded the possibility of new measures for next year to support the eurozone economy after the current bond emergency program expires. Speaking on Bloomberg TV, just days after the ECB raised its inflation target to 2%, Lagarde said there would be some interesting changes.
The West has been a major driver of demand for containers trade so far in 2021. Supply chain bottlenecks have sent shipping costs at record high levels on containers with bulkers following with freight rates reaching more than decade highs. The shortage of raw materials has pushed up prices and importers are raising the cost of goods, fueling fears of an inflationary spiral.
As freight rates have skyrocketed, containers orderbook has increased sharply at approx. 21% of the fleet, the highest level since Q4 2015, while the SnP activity on the sector has increased to the highest level ever recorded for 1H – with more than 300 transactions recorded. Despite the increase in transactions and the 100% to 200% spike in asset values particularly for intermediate TEU units since the beginning of the year, the market consensus is that there is more room to go. Until more vessels’ supply hits the market from 2023 onwards and/ or when current shortages rebalance with demand normalizing, it looks like container owners have an extended runway to take advantage of the upside.
Depending on the trade growth scenario over the next years, fleet additions across shipping sectors are expected to rise accordingly and dictate the pace of asset values evolution amongst other factors.
The BIMCO ICS Seafarer Workforce 2021 report has elaborated on 3 commercial fleet development scenarios, with low, stable and higher growth. In the low growth scenario, there will be an average of 567 ships entering the fleet each year, a significant decrease from the average of 955 ships in the baseline scenario. In a scenario of stable growth, the fleet will grow at a slower pace and is expected to have a compound annual growth rate (CAGR) of 0.75%. If world trade is better, the global fleet is expected to exceed 80,000 ships in 2025, with an annual growth rate of 1.75%. BIMCO says the course of the fleet also depends on the course of world trade.
By Zisis Stylianos,
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
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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Friday, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-yea ...
Thursday, 12 August 21
ONLY 3 VLCCS SOLD FOR DEMOLITION IN 2021 AS SECONDHAND PRICES TEMPT - BIMCO
During the first seven months of 2021, only three actively trading Very Large Crude Carriers (VLCCs) have been sold for demolition. The current mar ...
Wednesday, 11 August 21
U.S: EIA EXPECTS COAL EXPORTS TO TOTAL 90 MMST IN 2021, 30% INCREASE FROM 2020
Coal production in EIA's forecast totals 607 million short tons (MMst) in 2021, an increase of 13% over 2020.
EIA is also ...
Wednesday, 11 August 21
MARKET INSIGHT - INTERMODAL
Energy is at the core of the global climate dialogue as the climate challenge is essentially an energy challenge. Policy experts around the world a ...
Tuesday, 10 August 21
34 INDONESIAN COAL COMPANIES TEMPORARILY BANNED FOR COAL EXPORTS
The Ministry of Energy and Mineral Resources (ESDM) has imposed sanctions in the form of a coal export ban for 34 coal companies as reported by CNB ...
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- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- The University of Queensland
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- MS Steel International - UAE
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Australian Commodity Traders Exchange
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Australian Coal Association
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
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