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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, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
Wednesday, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
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- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- Coastal Gujarat Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Videocon Industries ltd - India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Australian Coal Association
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Anglo American - United Kingdom
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Ministry of Mines - Canada
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
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