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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, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
Wednesday, 24 November 21
PRICE OF CHINA’S COAL FUTURE DROPS BY 60% AS NATIONWIDE DAILY OUTPUT REACHES OVER 12 MILLION TONS: NDRC - GLOBAL TIMES
China’s daily coal output has now stabilized after reaching over 12 million tons and the price of coal futures has declined to 800 yuan ($125 ...
Friday, 19 November 21
CHINA: COAL SUPPLIES TO STABILIZE FOR COMING COLD SEASON
China is capable of ensuring stable coal supplies this winter and next spring with the increase in coal production and the rising stockpiles at pow ...
Wednesday, 17 November 21
MARKET INSIGHT - INTERMODAL
It has been another declining week for the dry bulk market and evidently, we are seeing asset values gradually losing momentum as well. Following a ...
Tuesday, 16 November 21
EARNINGS RECOVERY IN INDONESIAN COAL TO CONTINUE THROUGH 2021, BUT SLOW IN 2022 - FITCH RATINGS
The recovery in the operating and financial performance of Indonesian coal miners and coal contractors is likely to slow in 2022, but coal prices s ...
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- White Energy Company Limited
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Tamil Nadu electricity Board
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- Krishnapatnam Port Company Ltd. - India
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