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.
|
|
Thursday, 23 December 21
COAL DEMAND TO PEAK IN INDIA BY 2030, WILL BACK UP RENEWABLES: NITI REPORT - BUSINESS STANDARD
Coal will remain India’s mainstay energy source and the country will shape global demand this decade, two reports have said a month after the ...
Thursday, 23 December 21
INDONESIA’S 2022 COAL OUTPUT SEEN BETWEEN 637 MLN-664 MLN T- OFFICIAL - REUTERS
Indonesia’s 2022 coal output is estimated at between 637 million to 664 million tonnes based on production plans currently being finalised, s ...
Thursday, 23 December 21
VALE ANNOUNCES THE SALE OF ITS COAL ASSETS
Vale informs that, on this date, it has entered into a binding agreement with Vulcan to sell the Moatize coal mine and the Nacala Logistics Corrido ...
Thursday, 23 December 21
INDIA: CAPTIVE POWER PRODUCERS URGE GOVT TO ENSURE NORMAL COAL SUPPLIES - PTI
A captive power producers’ association has urged the government for 100 per cent normalisation of coal supply to captive power producers whil ...
Thursday, 23 December 21
MARKET INSIGHT - INTERMODAL
As an outstanding year for the dry bulk freight market comes to a close, so does a thriving year for the SnP market which can only be compared to 2 ...
|
|
|
Showing 381 to 385 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Therma Luzon, Inc, Philippines
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- GVK Power & Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Karaikal Port Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
|
| |
| |
|
