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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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Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
Tuesday, 27 October 20
PLN STILL REFUSING TO ADAPT, A MOVE WHICH WILL HURT INVESTORS, CONSUMERS, AND THE GOVERNMENT PURSE - IEEFA
Utility’s latest planning report locks PLN into the past
PLN would be better served restructuring its business to address the current en ...
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- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Heidelberg Cement - Germany
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- White Energy Company Limited
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
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