We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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.
...
|
|
|
Showing 516 to 520 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Eastern Energy - Thailand
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Aditya Birla Group - India
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- PTC India Limited - India
- Australian Coal Association
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Jaiprakash Power Ventures ltd
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
|
| |
| |
|
