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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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Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
Friday, 09 July 21
CAN WE EXPECT AFFORDABLE POWER SUPPLY BY REPLACING COAL BASED POWER WITH LNG? - FINANCIAL EXPRESS
Bangladesh government’s recent decision to cancel the contracts for 10 coal fired power plants in late June 2021 has invited interest in the ...
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- Maheswari Brothers Coal Limited - India
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- White Energy Company Limited
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Makarim & Taira - Indonesia
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Pendopo Energi Batubara - Indonesia
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
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