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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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Friday, 20 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 19 November 20
MARKET INSIGHT - INTERMODAL
As we are moving towards the end of the year, the overall deal landscape of the dry bulk sector corresponding to the second half of 2020 (up to dat ...
Tuesday, 17 November 20
COAL SQUEEZE INTENSIFIES - BALTIC EXCHANGE
The message from the top is clear: cut out coal. While the regulatory pressure has been evident for some time, the race to banish the black stuff s ...
Tuesday, 17 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 128.72 points Monday, up 0.35 percent week on week.
The index, released by China ...
Tuesday, 17 November 20
AUSTRALIAN COAL EXPORTS TO CHINA SLUMP, BUT PRICES ARE MIXED - REUTERS
China’s unofficial ban on coal imports from Australia is starting to take its toll on volumes, with departing cargoes down sharply so far in ...
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- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- PTC India Limited - India
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Cement Manufacturers Association - India
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Planning Commission, India
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Mjunction Services Limited - India
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- The Treasury - Australian Government
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Wood Mackenzie - Singapore
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- White Energy Company Limited
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
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