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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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Wednesday, 06 January 21
INDONESIA EXCEEDS COAL PRODUCTION TARGET IN 2020
Indonesian coal production reached 557.54 Million Tons in 2020 1.37% higher than of last year’s total target of 550.00 Million Tons, accordin ...
Wednesday, 06 January 21
CHINESE CITIES REPORTEDLY GO DARK AS COUNTRY FACES SHORTAGE OF COAL, A MAJOR AUSTRALIAN EXPORT - CNBC
Several major Chinese cities have reportedly gone dark as authorities limit power usage, citing a shortage of coal.
Analysts said pr ...
Tuesday, 05 January 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP - XINHUA
China Taiyuan coal transaction price index stood at 136 points Monday, up 0.91 percent week on week.
The index, released by China Ta ...
Tuesday, 05 January 21
THE INDONESIA COAL PRICE REFERENCE SOARS TO HIGHEST ONE-MONTH INCREASE SINCE DECEMBER 2016
COALspot.com: The Indonesia coal price reference for January 2021 settles above $75 for the first time since July 2019 and to highest one-month inc ...
Monday, 04 January 21
U.S. RENEWABLE ENERGY CONSUMPTION SURPASSES COAL FOR THE FIRST TIME IN OVER 130 YEARS - EIA
In 2019, U.S. annual energy consumption from renewable sources exceeded coal consumption for the first time since before 1885, according to the U.S ...
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- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Gujarat Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- PTC India Limited - India
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Mercator Lines Limited - India
- Central Electricity Authority - India
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Australian Coal Association
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
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