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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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Monday, 25 January 21
ULTRAMAX YET ANOTHER POSITIVE WEEK FOR THE SECTOR, WHICH SAW INCREASED DEMAND ACROSS ALL BASINS - BALTIC BRIEFING
Capesize
The Capesize market rocked and rolled these past few days. But by weeks end little had changed on the Capesize 5TC as it settled down ...
Monday, 25 January 21
NEW LAW IN CALIFORNIA, USA, AFFECTING SHIPOWNERS' LIABILITY FOR OIL POLLUTION - BIMCO
Members are advised that amendments to the so-called Lempert-Keene-Seastrand Oil Spill Prevention and Response Act of 1990 in the State of Californ ...
Monday, 25 January 21
COAL INDIA SAYS GEARED UP TO MEET SURGE IN FUEL DEMAND FROM POWER SECTOR - PTI
State-owned Coal India Ltd on Saturday said that it is well geared to meet any surge in demand for coal from the power sector.
The s ...
Sunday, 24 January 21
GOVT ASSURES COAL INDIA OF 'FULL SUPPORT', STRESSES ON LEARNING 'NEW THINGS' - PTI
Coal Minister Pralhad Joshi assured Coal India of full government support, even as he said the PSU needs to learn “new things” for impr ...
Saturday, 23 January 21
GOVT PLANNING TO OPEN UP COAL MARKETING TO STREAMLINE PROCESS - THE INDIAN EXPRESS
The government is considering opening up coal marketing, Coal Secretary Anil Kumar Jain said on Thursday. Currently, production by Coal India is al ...
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- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- The Treasury - Australian Government
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Port Waratah Coal Services - Australia
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Mintek Dendrill Indonesia
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
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