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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.
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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Saturday, 17 July 21
COAL PRICES TRADE AT DECADE HIGH OF $140 PER TONNE, HERE ARE SOME FACTORS AT PLAY: CNBC-TV18
Coal prices are trading at $140 per tonne. In the last one week, coal has seen more than 8 percent gains; the last one month has seen 24 percent ju ...
Thursday, 15 July 21
U.S. FOSSIL FUEL CONSUMPTION FELL BY 9% IN 2020, THE LOWEST LEVEL IN NEARLY 30 YEARS - EIA
U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years
In 2020, total consumption of fossil fuels in t ...
Thursday, 15 July 21
IN 2020, U.S. COAL PRODUCTION FELL TO ITS LOWEST LEVEL SINCE 1965 - EIA
U.S. coal production totaled 535 million short tons (MMst) in 2020, a 24% decrease from the 706 MMst mined in 2019 and the lowest level of coal pro ...
Tuesday, 13 July 21
JAPAN STILL SEEKING TO EXPLOIT COAL POWER LOOPHOLES - IEEFA
JBIC wants to continue burdening developing nations with its expensive coal-fired power technology
Japan is continuing to push its expensive c ...
Sunday, 11 July 21
COAL SHOWS ITS STAYING POWER AS ECONOMIES BOUNCE BACK - THE WALL STREET JOURNAL
Coal use is surging in some of the world’s largest economies as electricity demand rebounds from the pandemic, illustrating the challenges to ...
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- VISA Power Limited - India
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Pendopo Energi Batubara - Indonesia
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Australian Coal Association
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
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