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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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Sunday, 21 February 21
ANZ DIVESTING FROM THE WORLD’S LARGEST COAL EXPORT PORT IS 'PRAGMATISM' - IEEFA
The biggest buyers of Australian thermal coal have committed to net-zero emissions
ANZ, Australia’s third largest bank, has decided to s ...
Sunday, 21 February 21
EDITORIAL: TIME FOR BANGLADESH TO FOCUS ON RENEWABLE ENERGY, NOT COAL - DHAKA TRIBUNE
Shifting away from coal is not only desirable, but absolutely necessary in these times.
In spite of being detrimental to environment ...
Wednesday, 17 February 21
STRANDED ASSETS A LONG-TERM RISK FOR MAJOR FOSSIL FUEL EXPORTERS - FITCH RATINGS
Fossil exporters face a loss of GDP, government revenue and export receipts from the transition to a lower-carbon economy over the coming decades. ...
Friday, 12 February 21
U.S: WIND SURPASSED COAL AS NO. 1 FUEL SOURCE IN 2020 FOR SOUTHWEST POWER POOL - IEEFA
Wind energy growth due to geography, design factors, and new installations
Wind surpassed coal as the primary power generation sourc ...
Wednesday, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
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- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Bhushan Steel Limited - India
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Deloitte Consulting - India
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
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