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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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Saturday, 27 February 21
FITCH RATINGS REVISES GLOBAL METALS AND MINING PRICE ASSUMPTIONS
Fitch Ratings has revised some of its metals and mining price assumptions as prices for many commodities will benefit in the short term from return ...
Saturday, 27 February 21
MITSUBISHI PULLS OUT OF VINH TAN 3 COAL PROJECT IN VIETNAM - NIKKEI ASIA
Japanese trading house Mitsubishi Corp. decided Thursday to withdraw from the Vinh Tan 3 coal-fired power plant project in Vietnam amid growing int ...
Thursday, 25 February 21
ARE WE ON THE CUSP OF ANOTHER MINING SUPER-CYCLE? - WOOD MACKENZIE
As the first wave of the coronavirus pandemic began to bite, many observers confidently predicted that the end was nigh for global economic activit ...
Thursday, 25 February 21
2020 PROVED TO BE A TRULY TERRIBLE YEAR FOR SEABORNE COAL TRADE - BANCHERO COSTA
Total loadings in the 12 months of 2020 were down -12.7% year-on-year to 1,130 million tonnes, according to vessels tracking data from Refinitiv, s ...
Wednesday, 24 February 21
MARKET INSIGHT - INTERMODAL
With yields of up to 563%, the shares of Greek shipping companies listed on Wall Street are recorded. The Coronavirus pandemic has not significantl ...
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- Ambuja Cements Ltd - India
- PTC India Limited - India
- Aditya Birla Group - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Therma Luzon, Inc, Philippines
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Star Paper Mills Limited - India
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
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