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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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Monday, 18 April 22
DEMAND FOR THERMAL COAL TO RISE DUE TO INCREASE IN ELECTRICITY DEMAND: INDIAN COAL MINISTRY - PTI
Coal block allocatees have a golden opportunity to augment production as the demand for thermal coal will rise due to an increase in electricity de ...
Tuesday, 05 April 22
INDONESIAN COAL PRICE REFERENCE HITS RECORD ABOVE $288
COALspot.com: Indonesian Coal Price Reference for April in a steep climb from March 2022.
As expected, Russia – Ukraine war dr ...
Thursday, 31 March 22
CHINA STATE PLANNER ASKS COAL INDEX PROVIDERS TO RECTIFY IRREGULARITIES - REUTERS
China’s state planner has asked some major coal price index providers to rectify “severe irregularities” it had identified in the ...
Thursday, 31 March 22
IMPORTED COAL PRICES TO JUMP 55% IN APR-JUN, IMPACT INDIAN FIRMS: ICRA - LIVEMINT
Supply disruption owing to the Russia-Ukraine conflict could push the price of imported coal by 45-55% in Q1FY23 compared to the previous quarter, ...
Thursday, 31 March 22
CHINA'S COAL OUTPUT SET FOR MODERATE GROWTH IN 2022 - INDUSTRY BODY - REUTERS
China is expected to see its coal output to grow further in 2022 after hitting a record last year, an industry body forecast on Wednesday, as the c ...
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- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- PowerSource Philippines DevCo
- Attock Cement Pakistan Limited
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- The University of Queensland
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Price Waterhouse Coopers - Russia
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- Planning Commission, India
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Posco Energy - South Korea
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- VISA Power Limited - India
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- Minerals Council of Australia
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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