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, 28 September 21
THE MAIDEN EDITION OF DIVE TECHNOLOGY SUMMIT 2021 CONCLUDES SUCCESSFULLY
Press Release: DIVE TECHNOLOGY SUMMIT 2021, a one-day conference on the recent technological advancements in the Industrial Diving industry conclud ...
Monday, 27 September 21
CHINESE COAL FIRMS MEET TO ADDRESS WINTER SUPPLY CHALLENGES - CNBC
Major Chinese coal producers are trying to resolve supply shortages and curb price rises as the country’s winter consumption peak approaches, ...
Saturday, 25 September 21
HIGH STAKES FOR ASIAN DEVELOPMENT BANK’S AMBITIOUS COAL POWER RETIREMENT PLAN - IEEFA
Implementation challenges could block funding for other equally important high impact clean energy funding strategies
In the lead up ...
Thursday, 23 September 21
LONGER COAL CONTRACTS MAY REIN IN PRICES - ECNS
In China’s coal sector that has been marred recently by price surges, regional authorities and related enterprises should ensure the fuel con ...
Thursday, 23 September 21
BALTIC INDEX HITS 12-YEAR PEAK ON FIRMER VESSELS RATES - REUTERS
The Baltic Exchange’s main dry bulk sea freight index rose for a fourth straight session on Wednesday to a 12-year high, buoyed by higher rat ...
|
|
|
Showing 476 to 480 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Planning Commission, India
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Central Electricity Authority - India
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- The University of Queensland
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Borneo Indobara - Indonesia
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
|
| |
| |
|
