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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, 01 December 23
COAL MINERS GROUP EXPECTS INDONESIA’S 2023 COAL OUTPUT TO SURPASS TARGET - REUTERS
The Indonesian Coal Mining Association (ICMA) expects the country’s 2023 coal output to surpass the official target of 695 million metric ton ...
Friday, 24 November 23
COAL IMPORTS TO INDIA IN OCTOBER 2023 REACHED HIGHEST LEVELS IN NEARLY A YEAR AND A HALF - VESSELSVALUE, VESON NAUTICAL
In October, coal imports to India reached 13.8 mt in October 2023, according to Oceanbolt, a Veson Nautical solution, the highest level since May 2 ...
Friday, 24 November 23
COAL SHIPMENTS TO ADVANCED ECONOMIES DOWN 17% SO FAR IN 2023 - BIMCO
In the first ten months of 2023, coal shipments to advanced economies fell by 17% y/y, as demand for electricity declined and the share of electric ...
Friday, 24 November 23
INTELLIGENT COAL MINES CONTRIBUTE TO IMPROVING SAFETY STANDARDS - CHINA DAILY
Mechanization, automation and intelligent upgrades have contributed to improved safety in coal mines, though the level of development of intelligen ...
Friday, 24 November 23
WHY AUSTRALIA'S COAL MINES ARE GETTING BIGGER - IEEFA
Australia’s largest coal mines are getting larger. Mines in New South Wales (NSW) are ramping up production following the state’s recov ...
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- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- New Zealand Coal & Carbon
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- The University of Queensland
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