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Wednesday, 11 August 21
MARKET INSIGHT - INTERMODAL
 Energy is at the core of the global climate dialogue as the climate challenge is essentially an energy challenge. Policy experts around the world are focusing on reducing climate risks, accelerate the adoption of clean energy technologies and secure the transition towards new clean energy industries, while ensuring security on energy supply. As reported, net zero carbon targets have to quickly turn into real world action in order to reach long-term climate goals, as action must start now. The shipping industry has a central role in the global supply chains with vessels on average carrying more than 80% of worldwide trade by volume. Regulators, maritime companies and financial institutions act to drive the sector towards decarbonization. The maritime industry is one of the few sectors not particularly discussed on the Paris Agreement on climate change. The industry is estimated to be responsible for approx. 3.0% of global CO2 emissions, but several scientists have projected that the sector could account for 17% of the total annual CO2 emissions by 2050.
The IMO has set a goal of decreasing the total annual greenhouse gas emissions of the maritime industry by 50% by 2050 compared to 2008. While progression steps are being ascertained still the industry is facing unique challenges as zero-carbon fuels and technologies are not yet available at the scale needed for wide market penetration, according to the ICS. As discussed, in order to create zero emissions fleets, new fuels and propulsion systems will need to be developed, advanced vessels and a new global refueling network. In order for a ship to emit zero emissions it has to be capable of operating on fuels or other forms of propulsion that do not emit carbon and greenhouse gases. The sector is exploring substitution fuels and technologies, such as batteries, sustainable bio-fuels, and green or blue hydrogen and their derivatives such as ammonia and methanol. Zero-carbon fuels alone are still far more expensive than marine bunker fuel oil, on top we have to account infrastructure CAPEX that will add to delivery prices.
It has long been wisely reasoned that natural gas may serve as a bridge fuel to a low-carbon future as being a climate-friendly substitute. Recently, LNG prices have spiked particularly as demand is accelerating amid the increase in industrial production and for electricity generation purposes as above average temperatures across the globe have forced the market into deficit. The energy complex has seen inflationary pressures over the past two months with both oil and coal prices surging and sustaining the lift in LNG prices, with Asian LNG delivered prices having risen to the highest level since January 2021, when a record cold winter lifted prices at record levels. Europe's LNG demand remains robust too, amid increased imports in order to replenish inventories. Taking the above into consideration and according to a recent Bloomberg analysis, the era of inexpensive natural gas is over, leading to a period of far more pricey energy that will create surge effects across the economies: “Natural gas was competitively priced during the last decade and latest spiked rates are observed as demand drastically outpaced new supply. It remains to be seen whether above fundamentals will influence shipowners’ decision making for LNG fueled vessels.
More than 150 companies in the maritime, energy, infrastructure and finance sectors are participating in the Getting to Zero Coalition, which is coordinated by the Global Maritime Forum. The coalition’s recent report concludes that a 5% adoption rate of zero emissions fuels will be needed by 2030 in order for shipping decarbonization to be aligned with the Paris agreement goals. The tipping point for the shipping industry would be when low-carbon technology cost declines enough to prompt its rapid adoption with positive feedback loops between different actors raising confidence, increasing demand and investment throughout the value chain.
By Katerina Restis,
Tanker Chartering
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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Thursday, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- London Commodity Brokers - England
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- The University of Queensland
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- McConnell Dowell - Australia
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
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