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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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- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Economic Council, Georgia
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
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