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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, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
Friday, 29 January 21
COAL EXPORTS FROM AUSTRALIA TO MAINLAND CHINA DECLINED BY -22.2% Y-O-Y IN 2020 - BANCHERO COSTA
In the 12 months of 2020, global seaborne coal trade declined by as much as -12.7% year-on-year, according to vessel tracking data from Refinitiv, ...
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- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- The University of Queensland
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Parliament of New Zealand
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Straits Asia Resources Limited - Singapore
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Attock Cement Pakistan Limited
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
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