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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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Monday, 11 October 21
COAL ABANDONMENT IN POWER GENERATION PROMOTED GAS DEMAND GROWTH IN EUROPE - TOP MANAGER: TASS
Accelerated abandonment of coal in power generation and the overall recovery of economic activity facilitated gas demand growth in Europe and led t ...
Saturday, 09 October 21
CHINA POWER CUTS: COAL MINERS ORDERED TO BOOST OUTPUT, SAY REPORTS - BBC
Beijing has reportedly ordered China’s coal mines to boost output as an energy shortage across the country has seen millions of homes and bus ...
Friday, 08 October 21
SEPTEMBER CRUDE OIL TANKER DEMOLISHING HITS 39-MONTHS HIGH AT 1.9M DWT - PETER SAND
Has the lid finally come off for crude oil tanker demolition in 2021? If judged by the 1.9m DWT of capacity that was removed in September, the answ ...
Friday, 08 October 21
COAL SHORTAGE MAY LEAD TO RISE IN STEEL PRICES IN COMING MONTHS: JSPL MD - PTI
Steel prices are expected to increase in the coming months as companies are buying coal at three times the rates a month ago, said a top industry e ...
Wednesday, 06 October 21
INDONESIA COAL PRICE REFERENCE: ANOTHER MONTH, ANOTHER RALLY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second and third quarters of 2021 as it reached a pinnacle of $161.63 Oc ...
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- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Romanian Commodities Exchange
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Bharathi Cement Corporation - India
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
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