We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 22 November 23
INDIA: GOVERNMENT PLANS 1.4 BILLION TONNE COAL OUTPUT BY 2027 - LIVEMINT
The Union coal ministry on Monday announced plans to increase India’s coal production to 1.404 billion tonne by 2027, with an eye to further ...
Wednesday, 22 November 23
OBLIGATION. INDONESIA AIMS TO START COLLECTING LEVIES FROM COAL MINERS IN JANUARY - REUTERS
Indonesia plans to start collecting levies from coal miners in January to be used to compensate miners who sell coal to the state utility at lower ...
Tuesday, 21 November 23
INDIAN COAL POWER PLANTS’ CAPACITY UTILISATION WILL IMPROVE TO 65% THIS FISCAL: - CRISIL
Coal-based thermal power units’ plant load factor (PLF) or capacity utilisation will improve to 65 percent in the current fiscal year despite ...
Tuesday, 14 November 23
CAPITAL PRODUCT PARTNERS L.P. ANNOUNCES TRANSFORMATIVE TRANSACTION INCLUDING THE ACQUISITION OF 11 NEWBUILD LNG CARRIERS FOR $3.1 BILLION
Capital Product Partners L.P. announced that it has entered into an umbrella agreement (the “Umbrella Agreement”) with Capital Maritime ...
Tuesday, 14 November 23
COAL INDIA BEATS Q2 PROFIT VIEW ON HIGH POWER DEMAND AMID WEAK MONSOON - REUTERS
Coal India on Friday reported better-than-expected second-quarter profit, helped by high power demand and boosted production amid a weak monsoon.
...
|
|
|
Showing 71 to 75 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Bhushan Steel Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- Economic Council, Georgia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Port Waratah Coal Services - Australia
- Indonesian Coal Mining Association
- Australian Coal Association
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Jindal Steel & Power Ltd - India
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
|
| |
| |
|
