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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, 20 October 21
CHINA COAL HITS RECORD HIGH AMID TIGHT SUPPLIES - REUTERS
China coal prices hit a record high on Tuesday buoyed by a widening power crunch and cold weather despite Beijing’s efforts to bolster supply ...
Wednesday, 20 October 21
MARKET INSIGHT - INTERMODAL
IMO 2020, Ballast Water Treatment regulations, Green Recycling, GHG emissions, EEXI, CII, ETS, Fit for 55, Carbon price/levy, the Poseidon Principl ...
Tuesday, 19 October 21
SPONGE IRON SECTOR MIGHT REPORT NEGATIVE GROWTH DUE TO COAL CRISIS: SIMA - PTI
The domestic sponge iron industry might report a negative growth in the ongoing December quarter “if the shortage of coal is allowed to conti ...
Tuesday, 19 October 21
COAL INDIA, THE FALL GUY FOR POWER CRISIS - INDIA EXPRESS
The post-Covid economic recovery has led to a major increase in the demand for power, both in India and globally. In India, coal-based power plants ...
Saturday, 16 October 21
SOLAR INSTALLATION SURGE PUTS INDIA ON TRACK TO CAP COAL-FIRED POWER AS EARLY AS 2024 - IEEFA
Recent increase in solar power installations could push coal to peak sooner than expected
If India keeps installing solar capacity a ...
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- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- The University of Queensland
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- PTC India Limited - India
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Bhatia International Limited - India
- MS Steel International - UAE
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- The Treasury - Australian Government
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