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