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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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Thursday, 05 November 20
THE INDONESIA COAL PRICE REFERENCE RISES FOR SECOND CONSECUTIVE MONTH
COALspot.com: The Indonesia Coal Price Reference rose for a 2nd month by 9.24% month on month. The Indonesia Coal Price Reference for the month of ...
Wednesday, 04 November 20
PHILIPPINES COAL MORATORIUM HIGHLIGHTS DRAMATIC PIVOT TO RENEWABLE ENERGY INVESTMENT FOR LOWER PRICES AND POWER SYSTEM RESILIENCE - IEEFA
Policymakers and industry leaders ready to embrace new energy technologies
The Department of Energy’s call for a moratorium on ...
Wednesday, 04 November 20
FOREIGN INVESTORS FACE TOUGH TIMES CLOSING VIETNAM’S REMAINING COAL POWER DEALS - IEEFA
Project bankability at risk as new regulations threaten usual contractual terms
Foreign investors will face higher-than-usual risks ...
Wednesday, 04 November 20
MARKET INSIGHT - INTERMODAL
As the end of the year approaches, one would definitely notice that the newbuilding orderbook for bulk carriers is significantly smaller compared t ...
Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
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- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Standard Chartered Bank - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
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