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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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Friday, 04 June 21
NEW COAL-FIRED POWER PLANTS IN INDIA WILL BE ECONOMICALLY UNVIABLE - IEEFA
Coal capacity additions face major stranded asset risk
Much of India’s 33 gigawatts (GW) of coal-fired power capacity currently under co ...
Thursday, 03 June 21
JUNE HBA IS HITTING ABOVE $100 AND SETTLED AT ITS HIGHEST SINCE OCTOBER 2020
COALspot.com: The Indonesia coal price reference for June 2021 settles at US$ 100.33 per ton FOB vessel.
The Indonesia coal pr ...
Wednesday, 02 June 21
INDONESIA RV WAS DOWN TO LOW/MID $20,000S DAY FOR PANAMAX/KAMSARMAX WITH DELIVERY S CHINA - BANCHERO COSTA
Panamax
A softening week in the Pacific basin with rates under a downward pressure mainly caused by the oversupply of tonnage in the area, said ...
Wednesday, 02 June 21
EUROPEAN UNION'S IRON ORE IMPORTS - BANCHERO COSTA
The European Union (27) is currently the fourth largest importer of iron ore in the world, after China, Japan, and South Korea.
Euro ...
Tuesday, 01 June 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.02 PCT - XINHUA
China Taiyuan coal transaction price index stood at 160.06 points Monday, down 0.02 percent week on week.
The index, released by Chi ...
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- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- The University of Queensland
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Australian Coal Association
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- PTC India Limited - India
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Formosa Plastics Group - Taiwan
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
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