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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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Wednesday, 28 July 21
IN THE PHILIPPINES, COAL’S DEMISE MAKES WAY FOR A RENEWABLE ENERGY BOOM - IEEFA
Imported gas lock-in could undermine the economic benefits of a clean energy transition
The Philippines’ energy sector is on t ...
Wednesday, 28 July 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during this first half of the year, we continue to come across surprises and new restrictions which are trembling ...
Saturday, 24 July 21
UNDERSTANDING INDIA'S LATEST PEAK POWER DEMAND RECORD - IEEFA
Ramping up solar will be crucial as peak power demand hits during the day
At around noon on 7 July 2021, India’s instantaneous ...
Wednesday, 21 July 21
MARKET INSIGHT - INTERMODAL
Dry Buk Sales and Purchase activity has heated up during 2021, reaching record high levels during the first half of the year. The increased interes ...
Monday, 19 July 21
CHINA'S COAL OUTPUT UP 6.4 PCT IN H1 - XINHUA
China’s raw coal output climbed 6.4 percent year on year to 1.95 billion tonnes in the first six months of the year, official data showed.
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- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Parliament of New Zealand
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- White Energy Company Limited
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
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