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.
|
|
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
|
|
|
Showing 376 to 380 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Orica Australia Pty. Ltd.
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- PTC India Limited - India
- GMR Energy Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Kepco SPC Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Makarim & Taira - Indonesia
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- The Treasury - Australian Government
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Minerals Council of Australia
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Australian Coal Association
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
|
| |
| |
|
