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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, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- TeaM Sual Corporation - Philippines
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Marubeni Corporation - India
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
- White Energy Company Limited
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Petrochimia International Co. Ltd.- Taiwan
- Jaiprakash Power Ventures ltd
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
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