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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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Wednesday, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
Tuesday, 25 May 21
KOREA SOUTHERN POWER INVITED BIDS FOR 870,000 MT OF MIN 5300 NCV COAL FOR 2021 TO 2023.
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 870,000 MT of Min 5,300 kcal/kg NCV coal for Augu ...
Tuesday, 25 May 21
CHINA’S COAL OUTPUT RISES IN FIRST FOUR MONTHS - XINHUA
China’s raw coal output rose 11.1 percent year on year to 1.29 billion tonnes in the first four months of 2021, official data showed.
&nb ...
Tuesday, 25 May 21
MARINE SHIPPERS BULK UP: ANOTHER GAME OF CHICKEN IN THE WORKS? - THE KOREA TIMES
Global shipping companies have been placing orders for large ships, with many anticipating further increased competition within the next three year ...
Friday, 21 May 21
MARKET INSIGHT - INTERMODAL
The dry bulk market’s counter seasonal surge so far into the first half of the year -in a sort of 2010 manner - and Capesize’s recent r ...
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- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Planning Commission, India
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Central Java Power - Indonesia
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- SMC Global Power, Philippines
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- MS Steel International - UAE
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- The University of Queensland
- Australian Coal Association
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
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