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.
|
|
Tuesday, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
|
|
|
Showing 431 to 435 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Barasentosa Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Port Waratah Coal Services - Australia
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- Latin American Coal - Colombia
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- White Energy Company Limited
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Planning Commission, India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
|
| |
| |
|
