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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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Thursday, 25 March 21
'OMNIBUS LAW' REGULATION ON INDONESIA’S ENERGY AND MINING SECTORS TO BOOST COAL PROCESSING BUT ALSO RAISES QUESTIONS - ABNR
February 2021 saw the issuance of a raft of new government regulations to give effect to the reformist Job Creation Law (colloquially known as the ...
Thursday, 25 March 21
PROPOSED SWITCH FROM COAL TO LNG THREATENS RENEWABLE ENERGY DEVELOPMENT IN ASIA - IEEFA
Renewables offer an ever cheaper, financially sustainable and energy secure alternative, better able to support developing nations
A ...
Thursday, 25 March 21
MAJOR INVESTMENT ADVISORS BLACKROCK AND MEKETA PROVIDE A FIDUCIARY PATH THROUGH THE ENERGY TRANSITION - IEEFA
BlackRock and Meketa say divestment from fossil fuels improves, not weakens, investment returns
Two major financial management firms ...
Thursday, 25 March 21
EUROPE PASSES MILESTONE WITH HALF OF COAL PLANTS CLOSED OR SET TO RETIRE BY 2030 - EURACTIV
Half of Europe’s 324 coal-fueled power plants have either closed or announced a retirement date before 2030, it emerged on Monday (22 March) ...
Wednesday, 24 March 21
MARKET INSIGHT - INTERMODAL
Since the start of the pandemic, the shipping industry has efficiently responded to ensure the continuity of operations and hence the security of s ...
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- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Bhatia International Limited - India
- Kapuas Tunggal Persada - Indonesia
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Malabar Cements Ltd - India
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