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Wednesday, 15 September 21
MARKET INSIGHT - INTERMODAL
 Following the oil price sell off during most of August, partly triggered by oil demand fears amid the delta COVID variant, oil prices have resumed their upward trend since August 20th.
Brent futures have been trading higher over the past couple of weeks, with hurricane Ida idling US Gulf oil production and providing support. In addition, traders saw a buying opportunity following the OSP price cuts into Asian refineries. Positive news on Covid developments and also Chinese data suggesting crude oil inventories stand at the lowest level since June 2020 are also interpreted as bullish for oil consumption and economic momentum ahead.
Numerous countries in Asia Pacific are easing certain Covid-19 restrictions, such as Thailand, New Zealand and Hong Kong, while the South African variant slowed in August according to scientists, all supporting oil demand expectations. Generally, Europe has emerged as a “center of strength” for road fuels demand as the economies opened during the summer period, where people have naturally used more road transportation vs air during the travel season. Nevertheless, according to real time traffic data, European road fuels demand dropped by around 5% or 3-400,000 bpd m/m in August that had a slow start, from the recent peak in July. However, recent news are positive for Brent as European traffic has been picking up by two percent over the past two weeks. Overall, global road traffic congestion levels continue to pick up over the past two weeks, a trend that has emerged since mid-August. Robust gasoline demand and low inventories in both sides of the Atlantic Ocean also lend support to light-sweet crude benchmarks such as Brent.
Additionally, we have noted that the Chinese crude imports rose to a five-month high of 10.5 million bpd in August, driven by state backed oil refineries. The question is whether this trend in China’s crude imports will remain upwards in the coming months. That is a difficult question to answer, as it also depends on government policies on quotas and use of strategic reserves, as per analysts’ consensus.
The Asian market seems to have the potential for an increase in crude oil imports from Middle East as OPEC+ releases production, while US crude oil production is lagging behind along with refinery activity after the recent hit of Hurricane Ida. The hurricane Nicholas following this week is yet to show its effect, but overall it looks like the oil supply tightness in the West is exacerbating, which increases the call on OPEC+ to satisfy rising crude oil demand projected through the 4th quarter of the year.
By Apostolos Rompopoulos,
Tanker 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.
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Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
Friday, 09 July 21
CAN WE EXPECT AFFORDABLE POWER SUPPLY BY REPLACING COAL BASED POWER WITH LNG? - FINANCIAL EXPRESS
Bangladesh government’s recent decision to cancel the contracts for 10 coal fired power plants in late June 2021 has invited interest in the ...
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- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Medco Energi Mining Internasional
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- CNBM International Corporation - China
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Coal and Oil Company - UAE
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- MS Steel International - UAE
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- The University of Queensland
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Planning Commission, India
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- White Energy Company Limited
- Coastal Gujarat Power Limited - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
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