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Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
 In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and developing countries continue to fall behind due to shortages of anti-crown vaccines. The bank raised its forecast by 1.5 points to 5.6% for global growth in 2021 with China touching 8.5% and the US at 6.8%.
Europe has been lagging the stimulus momentum of the US, but recently they made a decisive step with the European Central Bank President Christine Lagarde advising investors to prepare for a new guidance on monetary support in 10 days and heralded the possibility of new measures for next year to support the eurozone economy after the current bond emergency program expires. Speaking on Bloomberg TV, just days after the ECB raised its inflation target to 2%, Lagarde said there would be some interesting changes.
The West has been a major driver of demand for containers trade so far in 2021. Supply chain bottlenecks have sent shipping costs at record high levels on containers with bulkers following with freight rates reaching more than decade highs. The shortage of raw materials has pushed up prices and importers are raising the cost of goods, fueling fears of an inflationary spiral.
As freight rates have skyrocketed, containers orderbook has increased sharply at approx. 21% of the fleet, the highest level since Q4 2015, while the SnP activity on the sector has increased to the highest level ever recorded for 1H – with more than 300 transactions recorded. Despite the increase in transactions and the 100% to 200% spike in asset values particularly for intermediate TEU units since the beginning of the year, the market consensus is that there is more room to go. Until more vessels’ supply hits the market from 2023 onwards and/ or when current shortages rebalance with demand normalizing, it looks like container owners have an extended runway to take advantage of the upside.
Depending on the trade growth scenario over the next years, fleet additions across shipping sectors are expected to rise accordingly and dictate the pace of asset values evolution amongst other factors.
The BIMCO ICS Seafarer Workforce 2021 report has elaborated on 3 commercial fleet development scenarios, with low, stable and higher growth. In the low growth scenario, there will be an average of 567 ships entering the fleet each year, a significant decrease from the average of 955 ships in the baseline scenario. In a scenario of stable growth, the fleet will grow at a slower pace and is expected to have a compound annual growth rate (CAGR) of 0.75%. If world trade is better, the global fleet is expected to exceed 80,000 ships in 2025, with an annual growth rate of 1.75%. BIMCO says the course of the fleet also depends on the course of world trade.
By Zisis Stylianos,
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
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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Monday, 09 August 21
AIIB MAY OFFICIALLY END COAL FINANCING IN 2022 - CHINA DAILY
The Asian Infrastructure Investment Bank may officially rule out coal projects if it updates its energy strategy next year, after shunning funding ...
Monday, 09 August 21
CHINA COAL INVENTORY THINS AMID PEAK POWER DEMAND- STATE MEDIA : REUTERS
China’s coal inventories have dropped to near historic lows since August due to peak summer electricity demand and transportation bottlenecks ...
Wednesday, 04 August 21
THE INDONESIAN COAL PRICE REFERENCE SURGED TO A FRESH RECORD HIGH OF USD 130.99 A TON IN AUGUST 2021
COALspot.com: The Indonesian Coal Price Reference ( HBA) surged to a fresh record high of USD 130.99 a ton in August 2021.
The ...
Wednesday, 04 August 21
MARKET INSIGHT - INTERMODAL
Unlike the Dry Bulk and Container sectors where freight rates have surged into 2021, the tankers market continues to experience lackluster earnings ...
Sunday, 01 August 21
SEABORNE HARD COAL TRADE IN 2020 DECREASED BY 149 MILLION MT, OR 12.1%, TO 1,083 MILLION MT - GERMAN COAL IMPORTERS ASSOCIATION
- Reduced coal-fired power plant fleet secures Germany’s power supply in severe winter of 2020/2021; little wind availability and hence stron ...
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- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Xindia Steels Limited - India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- White Energy Company Limited
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Australian Coal Association
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Economic Council, Georgia
- VISA Power Limited - India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Dalmia Cement Bharat India
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