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Wednesday, 11 August 21
MARKET INSIGHT - INTERMODAL
 Energy is at the core of the global climate dialogue as the climate challenge is essentially an energy challenge. Policy experts around the world are focusing on reducing climate risks, accelerate the adoption of clean energy technologies and secure the transition towards new clean energy industries, while ensuring security on energy supply. As reported, net zero carbon targets have to quickly turn into real world action in order to reach long-term climate goals, as action must start now. The shipping industry has a central role in the global supply chains with vessels on average carrying more than 80% of worldwide trade by volume. Regulators, maritime companies and financial institutions act to drive the sector towards decarbonization. The maritime industry is one of the few sectors not particularly discussed on the Paris Agreement on climate change. The industry is estimated to be responsible for approx. 3.0% of global CO2 emissions, but several scientists have projected that the sector could account for 17% of the total annual CO2 emissions by 2050.
The IMO has set a goal of decreasing the total annual greenhouse gas emissions of the maritime industry by 50% by 2050 compared to 2008. While progression steps are being ascertained still the industry is facing unique challenges as zero-carbon fuels and technologies are not yet available at the scale needed for wide market penetration, according to the ICS. As discussed, in order to create zero emissions fleets, new fuels and propulsion systems will need to be developed, advanced vessels and a new global refueling network. In order for a ship to emit zero emissions it has to be capable of operating on fuels or other forms of propulsion that do not emit carbon and greenhouse gases. The sector is exploring substitution fuels and technologies, such as batteries, sustainable bio-fuels, and green or blue hydrogen and their derivatives such as ammonia and methanol. Zero-carbon fuels alone are still far more expensive than marine bunker fuel oil, on top we have to account infrastructure CAPEX that will add to delivery prices.
It has long been wisely reasoned that natural gas may serve as a bridge fuel to a low-carbon future as being a climate-friendly substitute. Recently, LNG prices have spiked particularly as demand is accelerating amid the increase in industrial production and for electricity generation purposes as above average temperatures across the globe have forced the market into deficit. The energy complex has seen inflationary pressures over the past two months with both oil and coal prices surging and sustaining the lift in LNG prices, with Asian LNG delivered prices having risen to the highest level since January 2021, when a record cold winter lifted prices at record levels. Europe's LNG demand remains robust too, amid increased imports in order to replenish inventories. Taking the above into consideration and according to a recent Bloomberg analysis, the era of inexpensive natural gas is over, leading to a period of far more pricey energy that will create surge effects across the economies: “Natural gas was competitively priced during the last decade and latest spiked rates are observed as demand drastically outpaced new supply. It remains to be seen whether above fundamentals will influence shipowners’ decision making for LNG fueled vessels.
More than 150 companies in the maritime, energy, infrastructure and finance sectors are participating in the Getting to Zero Coalition, which is coordinated by the Global Maritime Forum. The coalition’s recent report concludes that a 5% adoption rate of zero emissions fuels will be needed by 2030 in order for shipping decarbonization to be aligned with the Paris agreement goals. The tipping point for the shipping industry would be when low-carbon technology cost declines enough to prompt its rapid adoption with positive feedback loops between different actors raising confidence, increasing demand and investment throughout the value chain.
By Katerina Restis,
Tanker Chartering
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, 23 August 21
CHINESE COAL PRODUCTION RISES 4.9 PCT IN 1ST 7 MONTHS OF 2021 - NBS
Official figures demonstrated that the Chinese raw coal production surged 4.9 percent annually to 2.26 billion tonnes in the January-July period of ...
Friday, 20 August 21
ARE WE LOOKING AT THE NEXT DRY BULK SUPER CYCLE? IS IT EVEN A CYCLE? - BIMCO
Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs ...
Friday, 20 August 21
BIMCO'S SHIPPING NUMBER OF THE WEEK: CHINESE IRON ORE IMPORTS FALL TO 14-MONTH LOW IN JULY - PETER SAND
Chinese iron ore imports fell to 88.5 million tonnes in July, the lowest level since May 2020. The fall in July means that accumulated imports are ...
Friday, 20 August 21
SOARING DEMAND FOR THE WORLD’S LEAST-LIKED COMMODITY SEES THERMAL COAL PRICES JUMP 106% THIS YEAR - CNBC
Soaring electricity demand, infrastructure woes and a surge in global gas prices have triggered an extraordinary rally for the world’s least ...
Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed r ...
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- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- VISA Power Limited - India
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Bhatia International Limited - India
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indogreen Group - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- The University of Queensland
- Romanian Commodities Exchange
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
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