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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.
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Wednesday, 28 April 21
MARKET INSIGHT - INTERMODAL
Despite the current challenges as a result of the global pandemic, 2021 is turning out to be a landmark year for the iron ore market with spot pric ...
Monday, 26 April 21
CHINA TO FURTHER CUT COAL USE IN 2021 - XINHUA
China aims to reduce the share of coal in its energy mix to less than 56% this year, according to a guideline released by the National Energy Admin ...
Wednesday, 21 April 21
COAL FINANCING COSTS HAVE SURGED IN PAST 10 YEARS - UNIVERSITY OF OXFORD - THE GUARDIAN
Coal financing costs have surged over the last decade as investors demand returns four times as high as the payoff required from renewable energy p ...
Tuesday, 20 April 21
US DOLLAR LIBOR TRANSITION IN ASSET FINANCE - WHERE ARE WE NOW? - WATSON FARLEY & WILLIAMS
Since our last article, there has been a raft of regulatory and market body announcements relating to the transition away from LIBOR and the follow ...
Sunday, 18 April 21
INDONESIA LIKELY TO WITNESS 119 OIL AND GAS PROJECTS STARTS ACROSS VALUE CHAIN BY 2025, SAYS GLOBALDATA
Indonesia is expected to witness 119 oil and gas projects commencing their operations across value chain during 2021-2025, accounting for 6% of the ...
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- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Mjunction Services Limited - India
- New Zealand Coal & Carbon
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- The State Trading Corporation of India Ltd
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- The University of Queensland
- Port Waratah Coal Services - Australia
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- PTC India Limited - India
- Minerals Council of Australia
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- McConnell Dowell - Australia
- VISA Power Limited - India
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
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