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, 07 October 20
MARKET INSIGHT - INTERMODAL
The challenges brought forward in 2020 proved to be very different from what we could have ever imagined. Together with placing a significant strai ...
Tuesday, 06 October 20
KOSPO TO IMPORT 80,000 MT OF 3,800 NCV COAL FOR 2H NOV
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 MT Min.3800 kcal/kg NCV coal 2H November, 2020 l ...
Friday, 02 October 20
THE INDONESIA COAL PRICE REFERENCE RISE AFTER HISTORIC CRASH TO US$ 49.42
COALspot.com: The Indonesia Coal Price Reference for the month of October Rise to US$ 51.00 after historic crash to US$ 49.42 in September 2020.
...
Friday, 02 October 20
SRI LANKA MUST LEARN LESSONS FROM AROUND ASIA TO AVOID FURTHER ELECTRICITY CRISES - IEEFA
Overcommitment to fossil-fuelled power generation is leading to excess capacity and rising capacity payments, subsidies, and tariffs around the con ...
Wednesday, 30 September 20
MARKET INSIGHT - INTERMODAL
Spot rates for Capesize bulk carriers received a significant boost last week, however, there are certain reservations in the market regarding the p ...
|
|
|
Showing 766 to 770 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Marubeni Corporation - India
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- McConnell Dowell - Australia
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Planning Commission, India
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
|
| |
| |
|
