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