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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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Sunday, 18 April 21
INDONESIA LIKELY TO WITNESS 119 OIL AND GAS PROJECTS STARTS ACROSS VALUE CHAIN BY 2025, SAYS GLOBALDATA
Indonesia is expected to witness 119 oil and gas projects commencing their operations across value chain during 2021-2025, accounting for 6% of the ...
Sunday, 18 April 21
WORLDSTEEL RAISES 2021 STEEL DEMAND GROWTH FORECAST TO 5.8% - WORLDSTEEL
The World Steel Association (worldsteel) today released its Short Range Outlook (SRO) for 2021 and 2022. worldsteel forecasts that steel demand wil ...
Sunday, 18 April 21
CHINA'S Q1 COAL OUTPUT RISES 16% ON STRONG DEMAND FOR WINTER HEATING - REUTERS
China’s coal output rose 16% in the first quarter from the same period last year, bolstered by strong demand for winter heating and robust in ...
Wednesday, 14 April 21
INDIA HAS A RECORD LEVEL OF STOCKPILED COAL DAMPENING NEED FOR NEW DOMESTIC MINES - IEEFA
Proposed coal mining expansions at odds with excess supply
India has stockpiled a record 132 million tonnes of coal – enough t ...
Wednesday, 14 April 21
BANGLADESH NEEDS A RENEWABLES FOCUS, NOT A SWITCH FROM 'COAL TO GAS' - IEEFA
Renewables are cheaper and more sustainable than gas imports, and can provide better energy security in developing nations
The emerg ...
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- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Planning Commission, India
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
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