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