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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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Friday, 12 March 21
BATTERIES ARE REPLACING COAL NOT GAS - IEEFA
No amount of government subsidies can halt gas’s decline
Batteries are replacing coal not gas.
Today the early ...
Friday, 12 March 21
RENEWABLES SHOULD BE FOCUS OF VIETNAM’S DRAFT PDP8, NOT COAL AND GAS - IEEFA
Evidence was clear to inform the next stage of Vietnam’s power development
Vietnam’s recently published draft power deve ...
Thursday, 11 March 21
U.S. TO PRODUCE 581 MMST IN 2021, UP 8% FROM 2020 - EIA
EIA expects U.S. coal production to total 581 MMst in 2021, 42 MMst (8%) more than in 2020. In 2022, EIA expects coal production to rise by a furth ...
Thursday, 11 March 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during the first months of 2021, we have come across a new era in which Owners chose the shipyards to repair their ...
Monday, 08 March 21
MARCH 2021 INDONESIA COAL PRICE REFERENCE SETTLES LOWER
COALspot.com: The Indonesia coal price reference for March 2021 settles at US$ 84.49 per ton FOB vessel.
The Indonesia coal pr ...
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- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Planning Commission, India
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Latin American Coal - Colombia
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Bayan Resources Tbk. - Indonesia
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Heidelberg Cement - Germany
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- Indika Energy - Indonesia
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Bangladesh Power Developement Board
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
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