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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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Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
Thursday, 01 July 21
END TO COAL POWER BROUGHT FORWARD TO OCTOBER 2024
Press Release: The deadline to phase out coal from Great Britain's energy system has been brought forward by a whole year, highlighting the UK& ...
Thursday, 01 July 21
WHY BUILD 600 NEW UNPROFITABLE COAL PLANTS? - DEUTSCHE WELLE
Governments in Asia are planning 600 new coal plants that could lose investors $150 billion and derail efforts to limit temperature rise in line wi ...
Thursday, 01 July 21
FIVE ASIAN COUNTRIES ACCOUNT FOR 80% OF NEW COAL POWER INVESTMENT - THE GUARDIAN
Five Asian countries are jeopardising global climate ambitions by investing in 80% of the world’s planned new coal plants, according to a rep ...
Wednesday, 30 June 21
DELTA DUNIA MAKMUR RECORDED AN IMPROVED REVENUE IN Q1 2021; REVENUE INCREASED BY 49% QOQ TO US$160 MILLION ON THE BACK OF COAL PRICE RECOVERY
PT Delta Dunia Makmur Tbk. (“DOID”) released its consolidated financial and operating results that include its primary and wholly-owned ...
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- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Petron Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- Planning Commission, India
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Xindia Steels Limited - India
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- PowerSource Philippines DevCo
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
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