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Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
 While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even speculate that 2021 will be a better year, even if the bar is set too low given to “what went down” last year.
The reality is that positive signs especially for the dry bulk market were seen as early as last summer when the market was slowly showing signs of better days to come. It took some time for shipowners to assimilate the possibility that we are heading towards better days - and nobody can blame them for being sceptical - but the increase on second hand transactions is the most obvious vote of confidence.
If we make a comparison between the number of transactions that materialized during the second half of 2019 and 2020, it is clear that despite the market challenges and uncertainty, investors' confidence remained strong during 2H2020 with second hand deals being up by 18% compared to last year transactions with the most notable acceleration taking place during December.
Of course, this is not the first time that the dry bulk transactions have experienced increased activity. What makes this period different compared to the previous time in my opinion is that it's not only sentiment driven.
Dry Bulk commodity prices have recently experienced an inflection to multi-year highs, amid increased demand after the market got used to a COVID-19 reality. The weather played its part with record low temperatures which favoured coal demand but also created congestion at discharging ports, on top of China’s coal import restrictions from Australia.
Adding to this mix the fact that we expect fleet growth to remain subdued in the next 2 years, it does not take much for the demand - supply balance to improve.
So now we have a perfect storm and this time the storm is working for the market’s favor. It has been a while since the last time this has happened.
It's normal to expect that eventually new building contracting activity will increase but this will only start taking place once second hand values reach levels that are not sustainable. For now, second hand vessels make sense, and let's hope that owners will not rush to NBs as they have done in the past.
Not leaving sentiment out of the equation, we could also speculate that the positive effect expected by the Regional Comprehensive Economic Partnership which is expected to largely influence the container market will rub off to the dry market as well.
Overall, things are looking up and if the order book stays in check the market will do more than just ok in the years to come.
By Timos Papadimitriou,
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Monday, 09 August 21
AIIB MAY OFFICIALLY END COAL FINANCING IN 2022 - CHINA DAILY
The Asian Infrastructure Investment Bank may officially rule out coal projects if it updates its energy strategy next year, after shunning funding ...
Monday, 09 August 21
CHINA COAL INVENTORY THINS AMID PEAK POWER DEMAND- STATE MEDIA : REUTERS
China’s coal inventories have dropped to near historic lows since August due to peak summer electricity demand and transportation bottlenecks ...
Wednesday, 04 August 21
THE INDONESIAN COAL PRICE REFERENCE SURGED TO A FRESH RECORD HIGH OF USD 130.99 A TON IN AUGUST 2021
COALspot.com: The Indonesian Coal Price Reference ( HBA) surged to a fresh record high of USD 130.99 a ton in August 2021.
The ...
Wednesday, 04 August 21
MARKET INSIGHT - INTERMODAL
Unlike the Dry Bulk and Container sectors where freight rates have surged into 2021, the tankers market continues to experience lackluster earnings ...
Sunday, 01 August 21
SEABORNE HARD COAL TRADE IN 2020 DECREASED BY 149 MILLION MT, OR 12.1%, TO 1,083 MILLION MT - GERMAN COAL IMPORTERS ASSOCIATION
- Reduced coal-fired power plant fleet secures Germany’s power supply in severe winter of 2020/2021; little wind availability and hence stron ...
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- Banpu Public Company Limited - Thailand
- Indian Oil Corporation Limited
- Australian Coal Association
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Planning Commission, India
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- London Commodity Brokers - England
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- CNBM International Corporation - China
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Rashtriya Ispat Nigam Limited - India
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- MS Steel International - UAE
- Jorong Barutama Greston.PT - Indonesia
- Meralco Power Generation, Philippines
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Commonwealth Bank - Australia
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