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.
|
|
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
Tuesday, 27 October 20
PLN STILL REFUSING TO ADAPT, A MOVE WHICH WILL HURT INVESTORS, CONSUMERS, AND THE GOVERNMENT PURSE - IEEFA
Utility’s latest planning report locks PLN into the past
PLN would be better served restructuring its business to address the current en ...
|
|
|
Showing 746 to 750 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- White Energy Company Limited
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- The University of Queensland
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- VISA Power Limited - India
|
| |
| |
|
