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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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Tuesday, 14 November 23
CHINA'S BELT AND ROAD INITIATIVE TURNS AWAY FROM COAL - WOOD MACKENZIE
Ambitious, contentious and big spending, China’s Belt and Road Initiative (BRI) is 10 years old. In that time, China has splashed more than U ...
Friday, 10 November 23
THE COMMODITIES FEED: OIL UNDER PRESSURE - ING
Energy – Brent plummets
The oil market came under significant pressure yesterday. ICE Brent settled 4.19% lower on the day and ...
Friday, 10 November 23
COAL USE AT U.S. POWER PLANTS CONTINUES DOWNWARD SPIRAL; FULL IMPACT ON MINES TO BE FELT IN 2024 - IEEFA
This year, the use of coal by the U.S.’s power producers has been so anemic that the fuel has not achieved a 20% market share in any month so ...
Friday, 10 November 23
INDIA: NATIONAL COAL INDEX RISES 3.83 POINTS IN SEPTEMBER AMID HIGHER DEMAND - LIVEMINT
The National Coal Index (NCI) rose 3.83 points to 143.91 in September amid growing demand for coal.
The union coal ministry on Tuesd ...
Thursday, 09 November 23
WE'RE PRODUCING TOO MUCH COAL, OIL AND GAS, REPORT SAYS - WSJ
World leaders pledged in 2015 to reduce emissions in a combined effort to limit climate change.
Now they are stepping up production ...
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- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- European Bulk Services B.V. - Netherlands
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Economic Council, Georgia
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Trasteel International SA, Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
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