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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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Thursday, 11 November 21
ASIA COAL POWER PIPELINE TO SHRINK BY TWO THIRDS AFTER CHINA FINANCE CUT - REUTERS
Asia’s pipeline of proposed coal-fired power plants is expected to shrink from 65 gigawatts to 22 gigawatts following China’s pledge to ...
Tuesday, 09 November 21
ASIA-PACIFIC IS HOME TO SOME OF THE WORLD'S LARGEST CARBON-EMITTERS - 2 CHARTS SHOW ITS RELIANCE ON COAL - CNBC
Asia-Pacific is home to some of the world’s largest carbon emitters — and experts say much of global efforts to fight climate change de ...
Tuesday, 09 November 21
CHINA DAILY COAL OUTPUT HITS MULTI-YEAR PEAK, PRICES EXPECTED TO FALL - REUTERS
China’s daily coal output hit 11.93 million tonnes last week, a multi-year high as more capacity returned to operation, the state planner sai ...
Thursday, 04 November 21
CHINA'S COAL MARKET SEES SIGNIFICANT IMPROVEMENTS: NDRC - GLOBAL TIMES
China’s top economic planner has declared initial success in its efforts to ensure coal supply and stabilize prices, saying that daily coal o ...
Thursday, 04 November 21
CHINA THERMAL COAL PRICES RISE AFTER FALLING FOR 10 DAYS - REUTERS
China thermal coal futures rebounded on Wednesday after falling for 10 days on an expected jump in fuel demand to meet heating needs amid forecasts ...
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- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Bhatia International Limited - India
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- PTC India Limited - India
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Chettinad Cement Corporation Ltd - India
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Australian Coal Association
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Independent Power Producers Association of India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
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