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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, 06 January 21
INDONESIA EXCEEDS COAL PRODUCTION TARGET IN 2020
Indonesian coal production reached 557.54 Million Tons in 2020 1.37% higher than of last year’s total target of 550.00 Million Tons, accordin ...
Wednesday, 06 January 21
CHINESE CITIES REPORTEDLY GO DARK AS COUNTRY FACES SHORTAGE OF COAL, A MAJOR AUSTRALIAN EXPORT - CNBC
Several major Chinese cities have reportedly gone dark as authorities limit power usage, citing a shortage of coal.
Analysts said pr ...
Tuesday, 05 January 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP - XINHUA
China Taiyuan coal transaction price index stood at 136 points Monday, up 0.91 percent week on week.
The index, released by China Ta ...
Tuesday, 05 January 21
THE INDONESIA COAL PRICE REFERENCE SOARS TO HIGHEST ONE-MONTH INCREASE SINCE DECEMBER 2016
COALspot.com: The Indonesia coal price reference for January 2021 settles above $75 for the first time since July 2019 and to highest one-month inc ...
Monday, 04 January 21
U.S. RENEWABLE ENERGY CONSUMPTION SURPASSES COAL FOR THE FIRST TIME IN OVER 130 YEARS - EIA
In 2019, U.S. annual energy consumption from renewable sources exceeded coal consumption for the first time since before 1885, according to the U.S ...
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- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Posco Energy - South Korea
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Aditya Birla Group - India
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Australian Coal Association
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- CIMB Investment Bank - Malaysia
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
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