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Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
 The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. Despite the year-to-date pandemic’s adverse effect on supply/demand dynamics of edible oils across the globe, certain markets are starting to recover. The S. American soybean oil export market has kept a fairly steady pace over the past weeks. After a busy October-cargo fixing period, activity is now declining. Freight rates have been slightly softer over the past weeks leading to a moderate market sentiment. The traditionally stronger CPP winter market in the West that drives S. American veg oil exports has yet to commence. The possibility of the pandemic putting an early end to this much needed market upturn cannot be ruled out.
Black Sea sunflower oil export season kicked off poorly due to heavy logistical issues which disrupted the flow of oil to loading terminals in Ukraine. A surge in Ukrainian sunflower oil prices in September also caused delays, as traders struggled to secure cargoes at profitable levels. Sunflower trade seems to be en route to recovery with healthy enquiry volumes being observed among all major destinations for November. Rates are looking up for eastbound long-haul voyages since East of Suez market is still weak and there are not many owners willing to reposition their vessels. However, it will be no surprise if things turn the other way around soon. The Med CPP market is also in doldrums but there are now signs of improvement in the eastern hemisphere.
Slow palm oil demand in Europe resulted in fewer stems for October/November loadings. October cargoes have been covered and the rest of the FOSFA tonnage is waiting for November requirements to be worked. Regional activity has improved due to China’s recent stockpiling which has increased its palm oil imports. Together with ample small and intermediate tonnage availability, Indian and Chinese demand for palm oil are on the rise. Moreover, palm production in both Malaysia and Indonesia has declined due to weather disruptions coupled with the lack of manpower (due to COVID-19 work restrictions) required for harvesting the fruits. Therefore, traders are now importing in view of a palm oil price increase in the near future.
Looking beyond the pandemic, we hope that freight markets will continue to normalize, however, the establishment of a healthy supply/demand equilibrium will likely take at least till next year. For the time being, it looks like business will keep on moving sideways.
By Stelios Kollintzas,
Tanker Chartering Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.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, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- Orica Mining Services - Indonesia
- Planning Commission, India
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
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