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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, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
Tuesday, 02 January 24
COAL TRADE CONTINUES TO HEAD EAST - BALTIC EXCHANGE
The global coal trade, once concentrated in the Pacific and Atlantic basins, is undergoing a significant transformation, as highlighted in the Inte ...
Tuesday, 02 January 24
COAL CARGOES: AVOIDING EXPLOSION AND SELF-HEATING - GARD
KNOWLEDGE TO ELEVATE
Despite its contribution to greenhouse gas emissions, global coal consumption climbed to an all-time high in 2022 and is ...
Tuesday, 02 January 24
SINOPEC FORECASTS CHINA’S COAL CONSUMPTION TO PEAK AROUND 2025 - REUTERS
China Petrochemical Corp, or Sinopec, expects coal consumption to peak around 2025 at 4.37 billion metric tons, the state energy group said in an o ...
Thursday, 07 December 23
CHINA TO SET UP COAL PRODUCTION RESERVE TO STABILISE PRICES - REUTERS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
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- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Commonwealth Bank - Australia
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Metalloyd Limited - United Kingdom
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Planning Commission, India
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
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