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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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Tuesday, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
Tuesday, 22 December 20
INDIA'S COAL DEMAND IS SET TO EXPAND DESPITE PLUMMETING IN 2020 - IEA
Coal consumption in India amounted to 979 Mt in 2019, with the largest share being thermal coal (including lignite) for electricity generation (687 ...
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- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Chettinad Cement Corporation Ltd - India
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- The Treasury - Australian Government
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- The University of Queensland
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
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