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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, 12 May 21
U.S. COAL PRODUCTION TO INCREASE BY 43 MMST IN 2021 TOTAL 582 MILLION SHORT TONS - EIA
U.S. energy Information Administration expects U.S. coal production to total 582 million short tons (MMst) in 2021, 43 MMst (8%) more than in 2020. ...
Wednesday, 12 May 21
MARKET INSIGHT - INTERMODAL
Tanker S&P is finally back!
For an extended period, Dry bulk & Wet market rates have been diverging, with the SnP deals on each sect ...
Monday, 10 May 21
PAKISTAN: COAL GASIFICATION AND LIQUEFACTION HARMFUL TO ECONOMY - IEEFA
There is no second life for coal
Pakistan’s intention to use coal for power production through gasification and liquefaction technologie ...
Sunday, 09 May 21
HERE'S WHY INVESTORS ARE POURING MONEY INTO COAL, DESPITE ITS BLEAK FUTURE - FORBES
Coal stocks have surged this year – along with the wider energy sector – but experts warn these are likely short-term gains for an indu ...
Sunday, 09 May 21
MAYBANK TO STOP COAL FINANCING - BERNAMA
Malayan Banking Bhd (Maybank) will stop financing new coal activities as part of its sustainable agenda.
Currently, coal financing m ...
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- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Oldendorff Carriers - Singapore
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Minerals Council of Australia
- Siam City Cement - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Economic Council, Georgia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Xindia Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
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