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Wednesday, 12 December 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
 China’s monthly iron ore imports dropped for the first time this year joined by declines in copper and soybeans as economic growth slows in the world’s biggest consumer of commodities amid a simmering trade row with the U.S. Oft-cited as a market indicator for economic health, the metal has been under pressure since the summer, threatening to unwind a three-year rally. Other casualties from the trade war included the worst November in six years for Chinese soybean imports, as buyers shied off U.S. purchases made too expensive by tariffs. Conversely, aluminum exports hit a near-four-year high, offering some relief from bloated domestic supply. But the cause was again trade related as China is shipping more to take advantage of supply dislocations arising from U.S. action against United Co. Rusal, Russia’s biggest producer.
In view of the trade war everyone's attention was at Buenos Aires as the Group of 20 leaders met in Argentina to discuss developments that will shape the future of commodity trading. Presidents Donald Trump and Xi Jinping met to see if they can avert an escalation of the U.S.-China trade war. Also on the sidelines, Russia’s Vladimir Putin and Saudi Arabia’s Mohammed bin Salman discussed how to coordinate oil policy just before the cartel’s producers meeting last week in Vienna, where a production cut was eventually decided as the course of action that will be taken starting next year.
That meeting is likely to shape the oil market in 2019 and affect everything from the war in Yemen to the share price of Exxon Mobil Inc. The choice Saudi Arabia has been facing is dramatic: cut oil production and enrage Trump, or keep pumping and risk ultra-low prices blowing up its economy. Ultimately it seems as if the Kingdom’s crown prince and day-to-day ruler, do need Trump’s political protection at this critical time of criticism. Of course the other key player here is Vladimir Putin, after Russia and Saudi Arabia spent the past two years working together to manage the oil market. Taken together, agreements, squabbles and comments made at the G-20 have the potential to trigger significant moves in seaborne cargoes from crude oil to soybeans, perhaps even iron ore and LNG.
While the G-20 is the biggest item on the agenda, it’s not the only one. It’ll be a significant period for iron ore markets as well, since mining giant Vale SA briefs investors in London and New York on the state of the global market.
The outcome of Trump’s meal with Xi Jinping at Buenos Aires had the scope to boost commodities that have been buffeted all year by their trade stand-off. Officials from both sides have been working on the contours of a possible deal that the leaders could announce after the plates have been cleared away and critically, a road map for more talks to follow. Donald Trump delayed for 90 days his threatened imposition of 25% tariffs on most Chinese imports after the dinner meeting with Xi Jinping, to give time for negotiations on longstanding trade disputes between the two countries, the White House has said.
By Christopher Whitty
Director, Towage and Port Agency Division
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
George Panagopoulos
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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Wednesday, 05 December 18
WORLD COAL PRICES FALL, WITH INDONESIA BENCHMARK FOR DECEMBER, ENDING AT LOWEST SINCE JUNE 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 05 December 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
Is the rise in crude carrier rates driven only by seasonality, or is the recent positive reversal signaling the end of challenging days for the mar ...
Monday, 03 December 18
WCA'S ENGAGEMENT AT COP24 IN KATOWICE - WCA
The 24th Conference of the Parties (COP) to the UN Framework Convention on Climate Change (UNFCCC) will take place from the 2-14 December 2018 in K ...
Monday, 03 December 18
SUPRAMAX: FIXED DELIVERY KALIMANTAN TO WEST COAST INDIA, AT $11000 - THE BALTIC BRIEFING
Capesize
A roller-coaster week for the big ships with hopes soaring at the start for a mini last quarter revival, only to be dashed as the week ...
Sunday, 02 December 18
TRADE WAR LEADING TO HEADWINDS FOR THE FRAGILE DRY BULK RECOVERY - PETER SAND, BIMCO
The first twelve weeks of the 2018/19 marketing year, which started on 1 September 2018, have painted a dire picture for US soya bean exports which ...
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- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
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