We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 511 to 515 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Posco Energy - South Korea
- Planning Commission, India
- VISA Power Limited - India
- Dalmia Cement Bharat India
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Australian Coal Association
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Economic Council, Georgia
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
|
| |
| |
|
