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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, 25 November 20
CHINA KICKS AN OWN GOAL WITH AUSTRALIAN COAL - FORBES
China’s annoyance at Australia’s hardline stance on political interference and demands for an independent inquiry into the root cause o ...
Wednesday, 25 November 20
MINISTER - INDONESIA JAN-OCT COAL OUTPUT AT 459 MILLION TONNES - REUTERS
Indonesia coal output in the January to October period was 459 million tonnes, the country’s energy minister told parliament on Monday.
& ...
Wednesday, 25 November 20
INDIA: MORE STEPS NEEDED TO MAKE COMMERCIAL COAL MINING ATTRACTIVE TO GLOBAL PLAYERS - LIVEMINT
India concluded its first commercial coal mine auctions earlier this month. A total of 19 coal mines spread across Madhya Pradesh, Jharkhand, Odish ...
Wednesday, 25 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.38 PCT - XINHUA
China Taiyuan coal transaction price index stood at 129.21 points Monday, up 0.38 percent week on week.
The index, released by China ...
Wednesday, 25 November 20
MARKET INSIGHT - INTERMODAL
Over 90% of the world’s goods are transported by sea. LPG is a clean, energy efficient and portable fuel that is being marketed at an afforda ...
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- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Sakthi Sugars Limited - India
- Planning Commission, India
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Bukit Asam (Persero) Tbk - Indonesia
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Indian Energy Exchange, India
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- India Bulls Power Limited - India
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
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