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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, 14 June 21
'WISHFUL THINKING': WHY CHINA NEEDS AUSTRALIAN IRON ORE FOR 'MANY YEARS' TO COME - YAHOO FINANCE AU
A “wintry period”.
That’s what’s expected to happen to Australia’s economy “when” China st ...
Sunday, 13 June 21
COAL AND LNG’S SURGE IN ASIA PLAYS INTO RENEWABLE ENERGY HANDS - REUTERS
Liquefied natural gas (LNG) and thermal coal prices in Asia have been roaring ahead in recent months amid strong demand, but while welcome news for ...
Friday, 11 June 21
5 REASONS GLOBAL SHIPPING COSTS WILL CONTINUE TO RISE - ING
No short-term relief
Shipping costs have been growing strongly since the autumn of 2020, but the first months of this year have seen a new surg ...
Friday, 11 June 21
ASIA COAL PRICES SURGE, BUT CHINA-AUSTRALIA DISPUTE MEANS RALLY IS UNEVEN - REUTERS
Thermal coal prices across Asia have surged to multi-year highs amid strong demand and some supply constraints, but some types of the fuel have don ...
Thursday, 10 June 21
INDONESIA COAL EARNINGS RECOVERY TO SLOW AFTER STRONG 1Q - FITCH RATINGS
Fitch Ratings expects the recovery in operating and financial performance of Indonesian coal miners and coal contractors to slow during rest of 202 ...
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- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Bayan Resources Tbk. - Indonesia
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- PTC India Limited - India
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Energy Development Corp, Philippines
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- Siam City Cement PLC, Thailand
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
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