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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, 22 November 23
INDIA: GOVERNMENT PLANS 1.4 BILLION TONNE COAL OUTPUT BY 2027 - LIVEMINT
The Union coal ministry on Monday announced plans to increase India’s coal production to 1.404 billion tonne by 2027, with an eye to further ...
Wednesday, 22 November 23
OBLIGATION. INDONESIA AIMS TO START COLLECTING LEVIES FROM COAL MINERS IN JANUARY - REUTERS
Indonesia plans to start collecting levies from coal miners in January to be used to compensate miners who sell coal to the state utility at lower ...
Tuesday, 21 November 23
INDIAN COAL POWER PLANTS’ CAPACITY UTILISATION WILL IMPROVE TO 65% THIS FISCAL: - CRISIL
Coal-based thermal power units’ plant load factor (PLF) or capacity utilisation will improve to 65 percent in the current fiscal year despite ...
Tuesday, 14 November 23
CAPITAL PRODUCT PARTNERS L.P. ANNOUNCES TRANSFORMATIVE TRANSACTION INCLUDING THE ACQUISITION OF 11 NEWBUILD LNG CARRIERS FOR $3.1 BILLION
Capital Product Partners L.P. announced that it has entered into an umbrella agreement (the “Umbrella Agreement”) with Capital Maritime ...
Tuesday, 14 November 23
COAL INDIA BEATS Q2 PROFIT VIEW ON HIGH POWER DEMAND AMID WEAK MONSOON - REUTERS
Coal India on Friday reported better-than-expected second-quarter profit, helped by high power demand and boosted production amid a weak monsoon.
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- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- White Energy Company Limited
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- CIMB Investment Bank - Malaysia
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
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