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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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Saturday, 16 October 21
DESPITE HIGHER COAL PRICES, U.S. COAL RECOVERY LOOKS WEAK BY MOST MEASURES - IEEFA
U.S. coal sector is locked into a long-term sectoral decline
Coal prices have surged to the highest level in years in the U.S., and have soare ...
Saturday, 16 October 21
COAL IS 'KING' AS GAS PRICES SOAR, TOTAL CEO SAYS - AND IT’S BACKFIRING ON CLEANER ENERGY GOALS - CNBC
Surging natural gas prices have led to a jump in coal use, with plants in Europe and Asia firing back up as temperatures decline and the world grap ...
Saturday, 16 October 21
VIETNAM'S COAL-FIRED POWER MAY DOUBLE BY 2030 UNDER DRAFT ENERGY PLAN - REUTERS
Vietnam may double the amount of coal-fired electric generation it installs by 2030 under a draft power development plan submitted to the prime min ...
Friday, 15 October 21
AUSTRALIA'S WHITEHAVEN EXPECTS TO BE DEBT-FREE NEXT YEAR AS COAL PRICES SOAR - REUTERS
Australia’s Whitehaven Coal WHC.AX said on Thursday it expects to be debt-free by early 2022, as thermal coal prices surge to record highs on ...
Friday, 15 October 21
WINTER CHILL KEEPS CHINA'S COAL PRICES HIGH, POWER CRUNCH STOKES INFLATION - REUTERS
China coal prices held near record highs on Thursday as cold weather swept into the country’s north and power plants stocked up on the fuel t ...
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- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Carbofer General Trading SA - India
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indogreen Group - Indonesia
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- Tata Chemicals Ltd - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Thai Mozambique Logistica
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
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