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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, 04 January 21
BLISS FOR SHIPOWNERS! DAMAGES MAY BE CLAIMED IN ADDITION TO DEMURRAGE FOR VOYAGE CHARTERPARTY DELAY - WFW
KNOWLEDGE TO ELEVATE
In a significant decision for the maritime sector, The Eternal Bliss[1], the English Commercial Court has resol ...
Sunday, 03 January 21
INDIA: COMMERCE MINISTRY LAUNCHES COAL IMPORT MONITORING SYSTEM - PTI
CIMS shall require importers to submit advance information in an online system for imports of items and obtain an automatic registration number by ...
Wednesday, 30 December 20
A LOOK BACK INTO 2020: THE HEADWINDS, THE TAILWINDS AND EVERYTHING IN BETWEEN - SIGNAL
There is no doubt that 2020 has been a turbulent year for commercial shipping. The coronavirus pandemic has shaken the global maritime transport. T ...
Tuesday, 29 December 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.66 PCT - XINHUA
China Taiyuan coal transaction price index stood at 134.78 points Monday, up 0.66 percent week on week.
The index, released by China ...
Tuesday, 29 December 20
CORROSION-RESISTANT STEELS FOR CARGO OIL TANKS - DNV GL
KNOWLEDGE TO ELEVATE
Crude oil is a complex mixture of substances at varying ratios and in most cases contains at least some salt water. ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- The University of Queensland
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- MS Steel International - UAE
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Orica Mining Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Posco Energy - South Korea
- PTC India Limited - India
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Savvy Resources Ltd - HongKong
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
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