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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.
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Wednesday, 13 January 21
COAL TO BE BIGGEST CONTRIBUTOR TO INDIA'S $5 TRILLION ECONOMY: AMIT SHAH - BUSINESS STANDARD
The Centre on Monday awarded the letter of allocation to successful bidders of coal mines under the commercial auction held during October-November ...
Monday, 11 January 21
MUTED COAL RECOVERY IN 2021 - BALTIC EXCHANGE
Coal demand is expected to rebound in 2021
Medium-term outlook is less favourable although demand declines are expected to be subtle ...
Sunday, 10 January 21
KOREAN GENCOS INVITED BIDS FOR TOTAL 880,000 TONS OF COAL FOR MARCH 2021 LOADING
COALspot.com: Korea South-East Power Co., Ltd. (KOEN), on behalf of EWP, KOSPO, KOSEP and KOWEPO issued an international tender for total 880 ...
Friday, 08 January 21
INDIA COULD COMPETE AGAINST CHINA IN SOLAR MODULE PRODUCTION WITH THE RIGHT GOVERNMENT SUPPORT - IEEFA
The focus should be on helping manufacturers become globally competitive
Although one of the top 10 solar module producers in the world, India ...
Thursday, 07 January 21
FITCH FORECASTS DOUBLING IN ASIAN WIND, SOLAR CAPACITY BY 2029, TOPPING 1,500GW
Despite some near-term delays due to the Covid-19 pandemic, solar power and offshore wind will drive steep growth in non-hydro renewables in Asia, ...
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- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
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