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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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Wednesday, 28 July 21
IN THE PHILIPPINES, COAL’S DEMISE MAKES WAY FOR A RENEWABLE ENERGY BOOM - IEEFA
Imported gas lock-in could undermine the economic benefits of a clean energy transition
The Philippines’ energy sector is on t ...
Wednesday, 28 July 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during this first half of the year, we continue to come across surprises and new restrictions which are trembling ...
Saturday, 24 July 21
UNDERSTANDING INDIA'S LATEST PEAK POWER DEMAND RECORD - IEEFA
Ramping up solar will be crucial as peak power demand hits during the day
At around noon on 7 July 2021, India’s instantaneous ...
Wednesday, 21 July 21
MARKET INSIGHT - INTERMODAL
Dry Buk Sales and Purchase activity has heated up during 2021, reaching record high levels during the first half of the year. The increased interes ...
Monday, 19 July 21
CHINA'S COAL OUTPUT UP 6.4 PCT IN H1 - XINHUA
China’s raw coal output climbed 6.4 percent year on year to 1.95 billion tonnes in the first six months of the year, official data showed.
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- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- SMG Consultants - Indonesia
- The University of Queensland
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- White Energy Company Limited
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
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