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, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
Wednesday, 14 October 20
CHINA COKING COAL FUTURES RALLY ON REPORTED BAN ON AUSTRALIA CARGOES - REUTERS
Dalian coking coal futures rallied for a sixth straight session on Tuesday after reports surfaced that China had stopped buying coal from Australia ...
|
|
|
Showing 756 to 760 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Posco Energy - South Korea
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Planning Commission, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- ASAPP Information Group - India
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Heidelberg Cement - Germany
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
|
| |
| |
|
