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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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Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
Wednesday, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
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- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Planning Commission, India
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- VISA Power Limited - India
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- AsiaOL BioFuels Corp., Philippines
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Australian Coal Association
- Wood Mackenzie - Singapore
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Aditya Birla Group - India
- GMR Energy Limited - India
- The Treasury - Australian Government
- Eastern Energy - Thailand
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- CNBM International Corporation - China
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
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