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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, 29 January 21
OPEC+, COVID-19 AND ENERGY TRANSITION - 3 THEMES IMPACTING OIL MARKETS AND REFINING IN 2021 - WOOD MACKENZIE
Wood Mackenzie’s latest outlook report shows that the art of balancing oil markets and the refining sector in 2021 hinges upon three key them ...
Thursday, 28 January 21
STRONG CHINESE THERMAL COAL IMPORTS TO BENEFIT INDONESIAN MINERS IN THE NEAR TERM - FITCH RATINGS
China's thermal coal imports are likely to remain strong ahead of the Chinese New Year in mid-February on robust demand, high utilisation at do ...
Thursday, 28 January 21
WIND PROPULSION FOR DRY BULK CARRIERS - OLDENDORFF
Oldendorff Carriers (OC) has signed a Joint Development Project (JDP) with Anemoi Marine Technologies (Anemoi), Lloyd’s Register (LR) and Sha ...
Thursday, 28 January 21
BUMA PRICED A USD400 MILLION 7.75% 5-YEAR SENIOR NOTES
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama priced a USD400 million 5-year (non-callable 2-year)& ...
Wednesday, 27 January 21
MARKET INSIGHT - INTERMODAL
As we have entered the era off renewable energies, all industries globally give max effort to minimize their carbon footprint and consequently thei ...
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- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Central Electricity Authority - India
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Neyveli Lignite Corporation Ltd, - India
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Petron Corporation, Philippines
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
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