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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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Saturday, 11 September 21
CIL STEPS UP SUPPLY COAL TO POWER SECTOR; PER-DAY AVERAGE 20 PC HIGHER THAN LAST YEAR - PTI
State-owned CIL on Friday said it has stepped up the supply of coal to the power sector in the first eight days of the current month, with an avera ...
Saturday, 11 September 21
RECORD CHINESE COAL FUTURES SIGNAL NEED TO BOOST OUTPUT - REUTERS
China’s coal prices have climbed to a record high, signaling the need for more production in the short term, even as the government tries to ...
Saturday, 11 September 21
IN 2022, EIA EXPECTS U.S. COAL PRODUCTION TO INCREASE BY 47 MMST TO 648 MMST
U.S. Coal production accordng to EIA's forecast, totals 601 million short tons (MMst) in 2021, 66 MMst more than in 2020, EIA's Short-Term ...
Wednesday, 08 September 21
FITCH RATINGS RAISES THERMAL COAL PRICE ASSUMPTIONS ON TIGHT SUPPLY
Fitch Ratings has increased all its Qinhuangdao 5,500kcal/kg price assumptions and short- and medium-term Newcastle 6,000kcal/kg price assumptions ...
Wednesday, 08 September 21
COAL IS STILL KING; INDONESIAN COAL PRICE REFERENCE ABOVE $150 FOR FIRST TIME IN HISTORY
COALspot.com: The Indonesian Coal Price Reference rose dramatically from US$ 127.05 in February 2011, to a peak of US$ 150.03 in September 2021, be ...
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- Bhatia International Limited - India
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- PTC India Limited - India
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Australian Coal Association
- Minerals Council of Australia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Planning Commission, India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Parry Sugars Refinery, India
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- TeaM Sual Corporation - Philippines
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Madhucon Powers Ltd - India
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- The University of Queensland
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
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